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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 | $100,157 | $70,366+42.3% | $66,674+50.2% | $138,895-27.9% |
| Participation rate | 47.1% | 76.2%-29.1pp | 73.7%-26.6pp | 79.9%-32.9pp |
| Annual return | 3.69% | 386.41%-382.7pp | 321.24%-317.5pp | 145.39%-141.7pp |
| Employer contribution / active EE | $297 | $2,765-89.3% | $2,620-88.7% | $4,194-92.9% |
| Participant deferral / active EE | $1,011 | $4,374-76.9% | $4,084-75.2% | $6,396-84.2% |
| Admin fee / account holder | $405 | $5,262-92.3% | $5,098-92.1% | $12,562-96.8% |