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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 | $64,659 | $183,539-64.8% | $155,556-58.4% | $145,897-55.7% |
| Participation rate | 45.5% | 82.7%-37.3pp | 78.2%-32.8pp | 80.3%-34.9pp |
| Annual return | 5.38% | 61.31%-55.9pp | 64.84%-59.5pp | 552.29%-546.9pp |
| Employer contribution / active EE | $1,018 | $5,315-80.9% | $4,675-78.2% | $4,663-78.2% |
| Participant deferral / active EE | $3,333 | $6,467-48.5% | $5,631-40.8% | $6,689-50.2% |
| Admin fee / account holder | $29,735 | $19,275+54.3% | $15,885+87.2% | $13,390+122.1% |