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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 | $41,338 | $63,346-34.7% | $92,240-55.2% | $70,126-41.1% |
| Participation rate | 59.5% | 68.7%-9.1pp | 76.5%-17.0pp | 69.5%-10.0pp |
| Annual return | 11.33% | 530.19%-518.9pp | 176.29%-165.0pp | 73.15%-61.8pp |
| Employer contribution / active EE | $275 | $2,471-88.9% | $3,680-92.5% | $2,343-88.3% |
| Participant deferral / active EE | $1,951 | $2,854-31.6% | $3,897-49.9% | $3,332-41.4% |
| Admin fee / account holder | $5,152 | $3,841+34.2% | $5,194-0.8% | $4,645+10.9% |