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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 | $51,995 | $134,817-61.4% | $123,973-58.1% | $155,188-66.5% |
| Participation rate | 28.6% | 79.4%-50.8pp | 76.7%-48.1pp | 80.8%-52.2pp |
| Annual return | 5.32% | 515.49%-510.2pp | 388.13%-382.8pp | 148.84%-143.5pp |
| Employer contribution / active EE | $831 | $4,425-81.2% | $4,126-79.9% | $4,248-80.4% |
| Participant deferral / active EE | $1,961 | $5,706-65.6% | $5,247-62.6% | $6,531-70.0% |
| Admin fee / account holder | $58,552 | $13,245+342.1% | $11,799+396.2% | $14,480+304.4% |