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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 | $73,336 | $162,136-54.8% | $152,301-51.8% | $154,746-52.6% |
| Participation rate | 60.0% | 84.1%-24.1pp | 82.4%-22.4pp | 80.7%-20.7pp |
| Annual return | 1.60% | 91.02%-89.4pp | 80.50%-78.9pp | 172.34%-170.7pp |
| Employer contribution / active EE | $904 | $4,890-81.5% | $4,624-80.5% | $4,379-79.4% |
| Participant deferral / active EE | $3,520 | $8,341-57.8% | $8,004-56.0% | $6,730-47.7% |
| Admin fee / account holder | $26,204 | $15,759+66.3% | $14,398+82.0% | $14,365+82.4% |