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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 | $183,592-64.8% | $155,574-58.4% | $145,877-55.7% |
| Participation rate | 45.5% | 82.7%-37.2pp | 78.2%-32.8pp | 80.3%-34.8pp |
| Annual return | 5.38% | 61.37%-56.0pp | 64.87%-59.5pp | 551.28%-545.9pp |
| Employer contribution / active EE | $1,018 | $5,317-80.9% | $4,676-78.2% | $4,663-78.2% |
| Participant deferral / active EE | $3,333 | $6,466-48.4% | $5,629-40.8% | $6,691-50.2% |
| Admin fee / account holder | $29,735 | $19,316+53.9% | $15,914+86.8% | $13,402+121.9% |