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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 | $160,040-51.4% | $147,096-47.1% | $145,877-46.7% |
| Participation rate | 28.6% | 84.0%-55.4pp | 82.2%-53.6pp | 80.3%-51.7pp |
| Annual return | 2.95% | 98.49%-95.5pp | 419.75%-416.8pp | 551.28%-548.3pp |
| Employer contribution / active EE | $689 | $5,289-87.0% | $4,936-86.0% | $4,663-85.2% |
| Participant deferral / active EE | $4,220 | $8,429-49.9% | $8,071-47.7% | $6,691-36.9% |
| Admin fee / account holder | $2,672 | $15,050-82.2% | $13,005-79.5% | $13,402-80.1% |