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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 | $63,307 | $110,379-42.6% | $102,412-38.2% | $145,884-56.6% |
| Participation rate | 58.8% | 77.9%-19.1pp | 74.5%-15.7pp | 80.3%-21.5pp |
| Annual return | 6.34% | 24.84%-18.5pp | 24.94%-18.6pp | 551.85%-545.5pp |
| Employer contribution / active EE | $849 | $4,216-79.9% | $3,870-78.1% | $4,662-81.8% |
| Participant deferral / active EE | $2,048 | $5,622-63.6% | $5,060-59.5% | $6,690-69.4% |
| Admin fee / account holder | $35,618 | $9,745+265.5% | $8,388+324.6% | $13,392+166.0% |