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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 | $183,627-64.2% | $155,602-57.8% | $145,978-55.0% |
| Participation rate | 15.0% | 82.7%-67.7pp | 78.2%-63.2pp | 80.3%-65.3pp |
| Annual return | 6.21% | 61.32%-55.1pp | 64.81%-58.6pp | 550.52%-544.3pp |
| Employer contribution / active EE | $808 | $5,316-84.8% | $4,675-82.7% | $4,662-82.7% |
| Participant deferral / active EE | $2,941 | $6,466-54.5% | $5,629-47.7% | $6,690-56.0% |
| Admin fee / account holder | $4,139 | $19,327-78.6% | $15,923-74.0% | $13,400-69.1% |