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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 | $64,870 | $159,978-59.5% | $147,041-55.9% | $145,978-55.6% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 5.33% | 98.36%-93.0pp | 419.21%-413.9pp | 550.52%-545.2pp |
| Employer contribution / active EE | $665 | $5,288-87.4% | $4,935-86.5% | $4,662-85.7% |
| Participant deferral / active EE | $3,828 | $8,429-54.6% | $8,071-52.6% | $6,690-42.8% |
| Admin fee / account holder | $10,583 | $15,053-29.7% | $13,006-18.6% | $13,400-21.0% |