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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 | $62,821 | $110,379-43.1% | $102,412-38.7% | $145,884-56.9% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.6pp | 80.3%-37.4pp |
| Annual return | 8.43% | 24.84%-16.4pp | 24.94%-16.5pp | 551.85%-543.4pp |
| Employer contribution / active EE | $797 | $4,216-81.1% | $3,870-79.4% | $4,662-82.9% |
| Participant deferral / active EE | $2,249 | $5,622-60.0% | $5,060-55.6% | $6,690-66.4% |
| Admin fee / account holder | $822 | $9,745-91.6% | $8,388-90.2% | $13,392-93.9% |