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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 | $63,808 | $154,228-58.6% | $145,433-56.1% | $137,256-53.5% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 0.78% | 74.59%-73.8pp | 66.58%-65.8pp | 220.34%-219.6pp |
| Employer contribution / active EE | $661 | $4,804-86.2% | $4,554-85.5% | $4,156-84.1% |
| Participant deferral / active EE | $3,200 | $8,216-61.1% | $7,897-59.5% | $6,407-50.1% |
| Admin fee / account holder | $513,824 | $14,344+3482.3% | $13,129+3813.7% | $12,270+4087.6% |