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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 | $53,195 | $211,239-74.8% | $178,528-70.2% | $145,877-63.5% |
| Participation rate | 33.3% | 80.8%-47.5pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 7.56% | 30.22%-22.7pp | 27.11%-19.5pp | 551.28%-543.7pp |
| Employer contribution / active EE | $291 | $4,570-93.6% | $3,950-92.6% | $4,663-93.8% |
| Participant deferral / active EE | $2,422 | $6,963-65.2% | $6,278-61.4% | $6,691-63.8% |
| Admin fee / account holder | $7,386 | $12,095-38.9% | $10,419-29.1% | $13,402-44.9% |