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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 | $90,489-1.6% | $76,051+17.1% | $145,978-39.0% |
| Participation rate | 47.1% | 74.5%-27.4pp | 69.1%-22.0pp | 80.3%-33.2pp |
| Annual return | 8.12% | 622.78%-614.7pp | 360.42%-352.3pp | 550.52%-542.4pp |
| Employer contribution / active EE | $444 | $3,319-86.6% | $2,690-83.5% | $4,662-90.5% |
| Participant deferral / active EE | $1,161 | $5,164-77.5% | $4,257-72.7% | $6,690-82.6% |
| Admin fee / account holder | $6,570 | $8,374-21.5% | $6,416+2.4% | $13,400-51.0% |