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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 | $79,859 | $175,257-54.4% | $149,717-46.7% | $139,456-42.7% |
| Participation rate | 25.0% | 83.4%-58.4pp | 78.8%-53.8pp | 80.3%-55.3pp |
| Annual return | 3.07% | 166.70%-163.6pp | 134.41%-131.3pp | 373.45%-370.4pp |
| Employer contribution / active EE | $852 | $5,477-84.4% | $4,820-82.3% | $4,753-82.1% |
| Participant deferral / active EE | $2,129 | $6,521-67.3% | $5,682-62.5% | $6,711-68.3% |
| Admin fee / account holder | $961 | $16,156-94.1% | $13,213-92.7% | $11,407-91.6% |