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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 | $60,301 | $72,071-16.3% | $68,368-11.8% | $137,256-56.1% |
| Participation rate | 42.9% | 76.2%-33.4pp | 73.8%-30.9pp | 80.0%-37.1pp |
| Annual return | 9.59% | 353.14%-343.6pp | 292.57%-283.0pp | 220.34%-210.7pp |
| Employer contribution / active EE | $235 | $2,788-91.6% | $2,649-91.1% | $4,156-94.3% |
| Participant deferral / active EE | $2,355 | $4,410-46.6% | $4,123-42.9% | $6,407-63.2% |
| Admin fee / account holder | $23,899 | $5,336+347.9% | $5,150+364.1% | $12,270+94.8% |