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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 | $77,732 | $111,535-30.3% | $105,223-26.1% | $137,256-43.4% |
| Participation rate | 45.5% | 78.1%-32.6pp | 75.0%-29.6pp | 80.0%-34.5pp |
| Annual return | 9.40% | 237.85%-228.5pp | 180.65%-171.3pp | 220.34%-210.9pp |
| Employer contribution / active EE | $309 | $3,939-92.2% | $3,689-91.6% | $4,156-92.6% |
| Participant deferral / active EE | $5,270 | $5,500-4.2% | $5,072+3.9% | $6,407-17.7% |
| Admin fee / account holder | $53,198 | $9,721+447.2% | $8,859+500.5% | $12,270+333.6% |