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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 | $65,077 | $110,379-41.0% | $102,412-36.5% | $145,884-55.4% |
| Participation rate | 53.8% | 77.9%-24.1pp | 74.5%-20.7pp | 80.3%-26.5pp |
| Annual return | 7.46% | 24.84%-17.4pp | 24.94%-17.5pp | 551.85%-544.4pp |
| Employer contribution / active EE | $248 | $4,216-94.1% | $3,870-93.6% | $4,662-94.7% |
| Participant deferral / active EE | $2,993 | $5,622-46.8% | $5,060-40.9% | $6,690-55.3% |
| Admin fee / account holder | $6,655 | $9,745-31.7% | $8,388-20.7% | $13,392-50.3% |