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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 | $55,354 | $183,539-69.8% | $155,556-64.4% | $145,897-62.1% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 7.95% | 61.31%-53.4pp | 64.84%-56.9pp | 552.29%-544.3pp |
| Employer contribution / active EE | $778 | $5,315-85.4% | $4,675-83.4% | $4,663-83.3% |
| Participant deferral / active EE | $2,301 | $6,467-64.4% | $5,631-59.1% | $6,689-65.6% |
| Admin fee / account holder | $16,464 | $19,275-14.6% | $15,885+3.6% | $13,390+23.0% |