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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 | $55,366 | $183,516-69.8% | $155,534-64.4% | $145,884-62.0% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 6.17% | 61.43%-55.3pp | 64.92%-58.7pp | 551.85%-545.7pp |
| Employer contribution / active EE | $466 | $5,315-91.2% | $4,675-90.0% | $4,662-90.0% |
| Participant deferral / active EE | $11,659 | $6,467+80.3% | $5,630+107.1% | $6,690+74.3% |
| Admin fee / account holder | $3,303 | $19,293-82.9% | $15,900-79.2% | $13,392-75.3% |