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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 | $64,279 | $202,342-68.2% | $172,753-62.8% | $152,909-58.0% |
| Participation rate | 25.0% | 87.1%-62.1pp | 82.6%-57.6pp | 82.5%-57.5pp |
| Annual return | 5.02% | 1029.88%-1024.9pp | 803.00%-798.0pp | 345.46%-340.4pp |
| Employer contribution / active EE | $852 | $5,857-85.5% | $5,144-83.4% | $4,764-82.1% |
| Participant deferral / active EE | $2,129 | $5,948-64.2% | $5,198-59.0% | $5,851-63.6% |
| Admin fee / account holder | $684 | $17,112-96.0% | $13,956-95.1% | $11,601-94.1% |