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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 | $61,341 | $58,258+5.3% | $81,820-25.0% | $80,925-24.2% |
| Participation rate | 20.5% | 63.5%-43.0pp | 72.4%-51.9pp | 67.7%-47.2pp |
| Annual return | 7.74% | 41.76%-34.0pp | 777.93%-770.2pp | 35.65%-27.9pp |
| Employer contribution / active EE | $197 | $2,345-91.6% | $2,915-93.2% | $2,756-92.8% |
| Participant deferral / active EE | $1,196 | $3,284-63.6% | $4,323-72.3% | $4,299-72.2% |
| Admin fee / account holder | $448 | $4,976-91.0% | $7,391-93.9% | $6,940-93.5% |