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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 | $129,737-52.8% | $119,126-48.6% | $154,746-60.4% |
| Participation rate | 54.5% | 78.9%-24.3pp | 75.8%-21.2pp | 80.7%-26.2pp |
| Annual return | 3.66% | 379.08%-375.4pp | 282.11%-278.5pp | 172.34%-168.7pp |
| Employer contribution / active EE | $592 | $4,375-86.5% | $4,034-85.3% | $4,379-86.5% |
| Participant deferral / active EE | $2,448 | $5,842-58.1% | $5,318-54.0% | $6,730-63.6% |
| Admin fee / account holder | $12,562 | $11,961+5.0% | $10,693+17.5% | $14,365-12.6% |