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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 | $53,715 | $172,111-68.8% | $150,298-64.3% | $137,256-60.9% |
| Participation rate | 25.0% | 81.7%-56.7pp | 77.8%-52.8pp | 80.0%-55.0pp |
| Annual return | 5.78% | 69.37%-63.6pp | 62.79%-57.0pp | 220.34%-214.6pp |
| Employer contribution / active EE | $833 | $4,636-82.0% | $4,154-79.9% | $4,156-79.9% |
| Participant deferral / active EE | $2,176 | $6,166-64.7% | $5,453-60.1% | $6,407-66.0% |
| Admin fee / account holder | $39,093 | $16,471+137.3% | $14,116+176.9% | $12,270+218.6% |