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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 | $81,660 | $223,823-63.5% | $211,142-61.3% | $154,746-47.2% |
| Participation rate | 60.0% | 87.9%-27.9pp | 87.3%-27.3pp | 80.7%-20.7pp |
| Annual return | 2.25% | 50.39%-48.1pp | 46.84%-44.6pp | 172.34%-170.1pp |
| Employer contribution / active EE | $822 | $6,787-87.9% | $6,442-87.2% | $4,379-81.2% |
| Participant deferral / active EE | $6,896 | $9,750-29.3% | $9,284-25.7% | $6,730+2.5% |
| Admin fee / account holder | $37,474 | $19,707+90.2% | $19,076+96.4% | $14,365+160.9% |