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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 | $92,324 | $208,088-55.6% | $186,193-50.4% | $154,746-40.3% |
| Participation rate | 21.1% | 80.0%-58.9pp | 77.1%-56.1pp | 80.7%-59.6pp |
| Annual return | 6.27% | 89.97%-83.7pp | 78.03%-71.8pp | 172.34%-166.1pp |
| Employer contribution / active EE | $234 | $4,340-94.6% | $3,918-94.0% | $4,379-94.7% |
| Participant deferral / active EE | $1,553 | $7,078-78.1% | $6,513-76.1% | $6,730-76.9% |
| Admin fee / account holder | $20,124 | $11,698+72.0% | $11,058+82.0% | $14,365+40.1% |