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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 | $70,296 | $166,242-57.7% | $165,071-57.4% | $145,884-51.8% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 3.93% | 100.44%-96.5pp | 70.17%-66.2pp | 551.85%-547.9pp |
| Employer contribution / active EE | $942 | $5,283-82.2% | $4,347-78.3% | $4,662-79.8% |
| Participant deferral / active EE | $4,105 | $6,964-41.1% | $6,035-32.0% | $6,690-38.6% |
| Admin fee / account holder | $34,452 | $16,658+106.8% | $12,695+171.4% | $13,392+157.3% |