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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 | $65,261 | $183,539-64.4% | $155,556-58.0% | $145,897-55.3% |
| Participation rate | 41.2% | 82.7%-41.5pp | 78.2%-37.0pp | 80.3%-39.1pp |
| Annual return | 3.91% | 61.31%-57.4pp | 64.84%-60.9pp | 552.29%-548.4pp |
| Employer contribution / active EE | $784 | $5,315-85.2% | $4,675-83.2% | $4,663-83.2% |
| Participant deferral / active EE | $2,855 | $6,467-55.8% | $5,631-49.3% | $6,689-57.3% |
| Admin fee / account holder | $5,050 | $19,275-73.8% | $15,885-68.2% | $13,390-62.3% |