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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 | $68,401 | $178,174-61.6% | $156,181-56.2% | $137,256-50.2% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.8%-18.8pp | 80.0%-20.0pp |
| Annual return | 8.42% | 84.19%-75.8pp | 64.87%-56.5pp | 220.34%-211.9pp |
| Employer contribution / active EE | $345 | $4,972-93.1% | $4,294-92.0% | $4,156-91.7% |
| Participant deferral / active EE | $2,359 | $6,888-65.8% | $6,132-61.5% | $6,407-63.2% |
| Admin fee / account holder | $5,654 | $17,404-67.5% | $14,586-61.2% | $12,270-53.9% |