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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 | $89,044 | $90,530-1.6% | $76,030+17.1% | $145,897-39.0% |
| Participation rate | 47.1% | 74.4%-27.4pp | 69.1%-22.0pp | 80.3%-33.2pp |
| Annual return | 8.12% | 625.08%-617.0pp | 361.54%-353.4pp | 552.29%-544.2pp |
| Employer contribution / active EE | $444 | $3,319-86.6% | $2,688-83.5% | $4,663-90.5% |
| Participant deferral / active EE | $1,161 | $5,164-77.5% | $4,257-72.7% | $6,689-82.6% |
| Admin fee / account holder | $6,570 | $8,383-21.6% | $6,421+2.3% | $13,390-50.9% |