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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 | $86,543 | $106,008-18.4% | $92,240-6.2% | $147,586-41.4% |
| Participation rate | 61.5% | 80.4%-18.9pp | 76.5%-14.9pp | 82.8%-21.3pp |
| Annual return | 8.56% | 50.05%-41.5pp | 176.29%-167.7pp | 578.59%-570.0pp |
| Employer contribution / active EE | $669 | $4,333-84.6% | $3,680-81.8% | $4,876-86.3% |
| Participant deferral / active EE | $1,268 | $4,478-71.7% | $3,897-67.5% | $5,439-76.7% |
| Admin fee / account holder | $1,191 | $6,333-81.2% | $5,194-77.1% | $10,886-89.1% |