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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 | $150,346-56.5% | $120,524-45.7% | $145,877-55.2% |
| Participation rate | 66.7% | 78.8%-12.1pp | 71.9%-5.3pp | 80.3%-13.6pp |
| Annual return | 6.34% | 154.40%-148.1pp | 107.36%-101.0pp | 551.28%-544.9pp |
| Employer contribution / active EE | $287 | $4,353-93.4% | $3,469-91.7% | $4,663-93.8% |
| Participant deferral / active EE | $10,167 | $6,172+64.7% | $4,994+103.6% | $6,691+52.0% |
| Admin fee / account holder | $401 | $12,215-96.7% | $9,440-95.8% | $13,402-97.0% |