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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 | $60,843 | $148,629-59.1% | $135,982-55.3% | $139,487-56.4% |
| Participation rate | 46.2% | 83.9%-37.7pp | 81.9%-35.8pp | 80.3%-34.2pp |
| Annual return | 1.99% | 79.33%-77.3pp | 68.32%-66.3pp | 373.84%-371.9pp |
| Employer contribution / active EE | $98 | $5,247-98.1% | $4,859-98.0% | $4,755-97.9% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $8,312 | $12,406-33.0% | $10,767-22.8% | $11,407-27.1% |