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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 | $66,094 | $125,237-47.2% | $105,608-37.4% | $145,877-54.7% |
| Participation rate | 55.6% | 77.7%-22.1pp | 75.3%-19.7pp | 80.3%-24.7pp |
| Annual return | 5.66% | 225.76%-220.1pp | 116.50%-110.8pp | 551.28%-545.6pp |
| Employer contribution / active EE | $285 | $3,720-92.3% | $3,167-91.0% | $4,663-93.9% |
| Participant deferral / active EE | $2,851 | $5,711-50.1% | $5,010-43.1% | $6,691-57.4% |
| Admin fee / account holder | $1,387 | $17,287-92.0% | $11,028-87.4% | $13,402-89.7% |