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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 | $57,065 | $172,111-66.8% | $150,298-62.0% | $137,256-58.4% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 11.20% | 69.37%-58.2pp | 62.79%-51.6pp | 220.34%-209.1pp |
| Employer contribution / active EE | $610 | $4,636-86.8% | $4,154-85.3% | $4,156-85.3% |
| Participant deferral / active EE | $4,669 | $6,166-24.3% | $5,453-14.4% | $6,407-27.1% |
| Admin fee / account holder | $6,245 | $16,471-62.1% | $14,116-55.8% | $12,270-49.1% |