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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 | $183,627-69.9% | $155,602-64.4% | $145,978-62.1% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 7.95% | 61.32%-53.4pp | 64.81%-56.9pp | 550.52%-542.6pp |
| Employer contribution / active EE | $778 | $5,316-85.4% | $4,675-83.4% | $4,662-83.3% |
| Participant deferral / active EE | $2,301 | $6,466-64.4% | $5,629-59.1% | $6,690-65.6% |
| Admin fee / account holder | $16,464 | $19,327-14.8% | $15,923+3.4% | $13,400+22.9% |