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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 | $61,248 | $111,535-45.1% | $105,223-41.8% | $137,256-55.4% |
| Participation rate | 54.5% | 78.1%-23.5pp | 75.0%-20.5pp | 80.0%-25.4pp |
| Annual return | 3.66% | 237.85%-234.2pp | 180.65%-177.0pp | 220.34%-216.7pp |
| Employer contribution / active EE | $592 | $3,939-85.0% | $3,689-83.9% | $4,156-85.7% |
| Participant deferral / active EE | $2,448 | $5,500-55.5% | $5,072-51.7% | $6,407-61.8% |
| Admin fee / account holder | $12,562 | $9,721+29.2% | $8,859+41.8% | $12,270+2.4% |