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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 | $58,444 | $157,296-62.8% | $141,191-58.6% | $152,897-61.8% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.5%-49.1pp |
| Annual return | 12.18% | 64.34%-52.2pp | 71.41%-59.2pp | 345.43%-333.2pp |
| Employer contribution / active EE | $240 | $5,262-95.4% | $4,736-94.9% | $4,764-95.0% |
| Participant deferral / active EE | $5,353 | $7,111-24.7% | $6,710-20.2% | $5,851-8.5% |
| Admin fee / account holder | $343 | $12,125-97.2% | $10,264-96.7% | $11,599-97.0% |