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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 | $71,539 | $184,000-61.1% | $162,185-55.9% | $152,909-53.2% |
| Participation rate | 69.2% | 88.5%-19.3pp | 87.6%-18.3pp | 82.5%-13.2pp |
| Annual return | 3.29% | 150.80%-147.5pp | 115.61%-112.3pp | 345.46%-342.2pp |
| Employer contribution / active EE | $150 | $6,370-97.7% | $5,613-97.3% | $4,764-96.9% |
| Participant deferral / active EE | $3,282 | $8,033-59.1% | $7,297-55.0% | $5,851-43.9% |
| Admin fee / account holder | $2,199 | $13,124-83.2% | $10,844-79.7% | $11,601-81.0% |