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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 | $57,146 | $202,440-71.8% | $169,390-66.3% | $139,466-59.0% |
| Participation rate | 31.6% | 81.1%-49.5pp | 77.2%-45.6pp | 80.3%-48.8pp |
| Annual return | 8.26% | 532.36%-524.1pp | 406.07%-397.8pp | 373.66%-365.4pp |
| Employer contribution / active EE | $82 | $4,693-98.2% | $4,013-97.9% | $4,754-98.3% |
| Participant deferral / active EE | $2,803 | $6,940-59.6% | $6,222-55.0% | $6,712-58.2% |
| Admin fee / account holder | $904 | $10,722-91.6% | $9,015-90.0% | $11,409-92.1% |