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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 | $65,672 | $183,592-64.2% | $155,574-57.8% | $145,877-55.0% |
| Participation rate | 15.0% | 82.7%-67.7pp | 78.2%-63.2pp | 80.3%-65.3pp |
| Annual return | 6.21% | 61.37%-55.2pp | 64.87%-58.7pp | 551.28%-545.1pp |
| Employer contribution / active EE | $808 | $5,317-84.8% | $4,676-82.7% | $4,663-82.7% |
| Participant deferral / active EE | $2,941 | $6,466-54.5% | $5,629-47.7% | $6,691-56.0% |
| Admin fee / account holder | $4,139 | $19,316-78.6% | $15,914-74.0% | $13,402-69.1% |