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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 | $53,652 | $107,368-50.0% | $92,915-42.3% | $152,909-64.9% |
| Participation rate | 30.8% | 79.8%-49.0pp | 76.0%-45.2pp | 82.5%-51.7pp |
| Annual return | 11.41% | 145.64%-134.2pp | 109.45%-98.0pp | 345.46%-334.1pp |
| Employer contribution / active EE | $632 | $4,222-85.0% | $3,653-82.7% | $4,764-86.7% |
| Participant deferral / active EE | $2,021 | $4,848-58.3% | $4,238-52.3% | $5,851-65.5% |
| Admin fee / account holder | $437 | $7,082-93.8% | $5,796-92.5% | $11,601-96.2% |