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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 | $81,288 | $106,918-24.0% | $84,021-3.3% | $152,897-46.8% |
| Participation rate | 10.5% | 75.2%-64.7pp | 69.0%-58.5pp | 82.5%-71.9pp |
| Annual return | 1.06% | 105.01%-103.9pp | 71.32%-70.3pp | 345.43%-344.4pp |
| Employer contribution / active EE | $119 | $2,735-95.6% | $1,984-94.0% | $4,764-97.5% |
| Participant deferral / active EE | $1,165 | $4,012-71.0% | $3,239-64.0% | $5,851-80.1% |
| Admin fee / account holder | $608 | $8,288-92.7% | $6,102-90.0% | $11,599-94.8% |