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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 | $211,105-74.8% | $178,449-70.2% | $145,978-63.6% |
| Participation rate | 33.3% | 80.8%-47.5pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 7.56% | 30.19%-22.6pp | 27.09%-19.5pp | 550.52%-543.0pp |
| Employer contribution / active EE | $291 | $4,569-93.6% | $3,951-92.6% | $4,662-93.8% |
| Participant deferral / active EE | $2,422 | $6,959-65.2% | $6,277-61.4% | $6,690-63.8% |
| Admin fee / account holder | $7,386 | $12,017-38.5% | $10,362-28.7% | $13,400-44.9% |