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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 | $66,225 | $110,039-39.8% | $97,260-31.9% | $145,884-54.6% |
| Participation rate | 56.3% | 75.9%-19.7pp | 72.7%-16.4pp | 80.3%-24.1pp |
| Annual return | 0.50% | 244.44%-243.9pp | 75.54%-75.0pp | 551.85%-551.3pp |
| Employer contribution / active EE | $103 | $3,074-96.7% | $2,721-96.2% | $4,662-97.8% |
| Participant deferral / active EE | $2,155 | $4,674-53.9% | $4,262-49.4% | $6,690-67.8% |
| Admin fee / account holder | $1,379 | $6,204-77.8% | $5,640-75.5% | $13,392-89.7% |