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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 | $63,700 | $156,398-59.3% | $147,318-56.8% | $138,895-54.1% |
| Participation rate | 25.0% | 83.8%-58.8pp | 82.1%-57.1pp | 79.9%-54.9pp |
| Annual return | 11.53% | 78.75%-67.2pp | 70.43%-58.9pp | 145.39%-133.9pp |
| Employer contribution / active EE | $643 | $4,853-86.8% | $4,593-86.0% | $4,194-84.7% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $6,016 | $14,976-59.8% | $13,708-56.1% | $12,562-52.1% |