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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,653 | $110,379-17.9% | $102,412-11.5% | $145,884-37.9% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.2pp |
| Annual return | 8.19% | 24.84%-16.7pp | 24.94%-16.8pp | 551.85%-543.7pp |
| Employer contribution / active EE | $495 | $4,216-88.3% | $3,870-87.2% | $4,662-89.4% |
| Participant deferral / active EE | $3,409 | $5,622-39.4% | $5,060-32.6% | $6,690-49.0% |
| Admin fee / account holder | $46,321 | $9,745+375.3% | $8,388+452.3% | $13,392+245.9% |