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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 | $60,841 | $109,908-44.6% | $97,161-37.4% | $145,978-58.3% |
| Participation rate | 25.0% | 75.9%-50.9pp | 72.7%-47.7pp | 80.3%-55.3pp |
| Annual return | 6.92% | 243.80%-236.9pp | 75.36%-68.4pp | 550.52%-543.6pp |
| Employer contribution / active EE | $184 | $3,077-94.0% | $2,723-93.3% | $4,662-96.1% |
| Participant deferral / active EE | $735 | $4,679-84.3% | $4,265-82.8% | $6,690-89.0% |
| Admin fee / account holder | $1,078 | $6,213-82.7% | $5,647-80.9% | $13,400-92.0% |