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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 | $58,664 | $87,166-32.7% | $76,735-23.5% | $137,256-57.3% |
| Participation rate | 42.9% | 74.4%-31.5pp | 69.5%-26.6pp | 80.0%-37.1pp |
| Annual return | 10.76% | 26.50%-15.7pp | 29.77%-19.0pp | 220.34%-209.6pp |
| Employer contribution / active EE | $357 | $2,904-87.7% | $2,454-85.5% | $4,156-91.4% |
| Participant deferral / active EE | $0 | $4,726-100.0% | $4,088-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,411 | $8,403-83.2% | $7,189-80.4% | $12,270-88.5% |