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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 | $70,120 | $175,231-60.0% | $149,696-53.2% | $139,466-49.7% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 3.74% | 166.77%-163.0pp | 134.46%-130.7pp | 373.66%-369.9pp |
| Employer contribution / active EE | $963 | $5,478-82.4% | $4,821-80.0% | $4,754-79.8% |
| Participant deferral / active EE | $8,016 | $6,521+22.9% | $5,682+41.1% | $6,712+19.4% |
| Admin fee / account holder | $4,660 | $16,155-71.2% | $13,212-64.7% | $11,409-59.2% |