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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 | $77,792 | $160,070-51.4% | $147,117-47.1% | $145,897-46.7% |
| Participation rate | 28.6% | 84.0%-55.5pp | 82.2%-53.6pp | 80.3%-51.7pp |
| Annual return | 2.95% | 98.69%-95.7pp | 420.54%-417.6pp | 552.29%-549.3pp |
| Employer contribution / active EE | $689 | $5,285-87.0% | $4,932-86.0% | $4,663-85.2% |
| Participant deferral / active EE | $4,220 | $8,419-49.9% | $8,065-47.7% | $6,689-36.9% |
| Admin fee / account holder | $2,672 | $15,035-82.2% | $12,993-79.4% | $13,390-80.0% |