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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 | $75,353 | $115,796-34.9% | $101,264-25.6% | $158,950-52.6% |
| Participation rate | 16.7% | 79.4%-62.7pp | 75.8%-59.1pp | 82.0%-65.3pp |
| Annual return | 5.00% | 56.15%-51.2pp | 46.48%-41.5pp | 302.91%-297.9pp |
| Employer contribution / active EE | $431 | $4,175-89.7% | $3,660-88.2% | $4,762-90.9% |
| Participant deferral / active EE | $2,891 | $4,958-41.7% | $4,370-33.9% | $5,983-51.7% |
| Admin fee / account holder | $522 | $7,247-92.8% | $5,947-91.2% | $11,248-95.4% |