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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 | $65,409 | $150,207-56.5% | $120,380-45.7% | $145,978-55.2% |
| Participation rate | 66.7% | 78.8%-12.1pp | 71.9%-5.2pp | 80.3%-13.6pp |
| Annual return | 6.34% | 154.28%-147.9pp | 107.28%-100.9pp | 550.52%-544.2pp |
| Employer contribution / active EE | $287 | $4,351-93.4% | $3,465-91.7% | $4,662-93.8% |
| Participant deferral / active EE | $10,167 | $6,175+64.6% | $4,992+103.6% | $6,690+52.0% |
| Admin fee / account holder | $401 | $12,203-96.7% | $9,421-95.7% | $13,400-97.0% |