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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 | $72,380 | $111,785-35.3% | $93,669-22.7% | $145,877-50.4% |
| Participation rate | 28.6% | 74.2%-45.7pp | 68.7%-40.2pp | 80.3%-51.7pp |
| Annual return | 4.92% | 203.79%-198.9pp | 133.59%-128.7pp | 551.28%-546.4pp |
| Employer contribution / active EE | $411 | $3,096-86.7% | $2,424-83.0% | $4,663-91.2% |
| Participant deferral / active EE | $5,143 | $4,919+4.6% | $4,416+16.5% | $6,691-23.1% |
| Admin fee / account holder | $997 | $10,256-90.3% | $8,291-88.0% | $13,402-92.6% |