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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 | $60,025 | $209,888-71.4% | $189,545-68.3% | $167,553-64.2% |
| Participation rate | 66.7% | 88.7%-22.0pp | 87.8%-21.1pp | 82.1%-15.4pp |
| Annual return | 4.00% | 748.66%-744.7pp | 555.36%-551.4pp | 478.89%-474.9pp |
| Employer contribution / active EE | $958 | $6,915-86.1% | $6,162-84.5% | $4,840-80.2% |
| Participant deferral / active EE | $3,619 | $8,934-59.5% | $8,220-56.0% | $6,343-42.9% |
| Admin fee / account holder | $2,373 | $14,300-83.4% | $12,049-80.3% | $12,316-80.7% |