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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 | $83,992 | $202,342-58.5% | $172,752-51.4% | $152,897-45.1% |
| Participation rate | 14.3% | 87.1%-72.8pp | 82.6%-68.4pp | 82.5%-68.2pp |
| Annual return | 3.48% | 1029.83%-1026.3pp | 802.97%-799.5pp | 345.43%-341.9pp |
| Employer contribution / active EE | $543 | $5,858-90.7% | $5,144-89.4% | $4,764-88.6% |
| Participant deferral / active EE | $3,571 | $5,948-40.0% | $5,198-31.3% | $5,851-39.0% |
| Admin fee / account holder | $820 | $17,111-95.2% | $13,955-94.1% | $11,599-92.9% |