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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 | $58,800 | $111,814-47.4% | $103,374-43.1% | $145,959-59.7% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 8.35% | 24.77%-16.4pp | 24.89%-16.5pp | 561.95%-553.6pp |
| Employer contribution / active EE | $802 | $4,214-81.0% | $3,869-79.3% | $4,661-82.8% |
| Participant deferral / active EE | $4,167 | $5,618-25.8% | $5,058-17.6% | $6,689-37.7% |
| Admin fee / account holder | $577 | $9,754-94.1% | $8,394-93.1% | $13,398-95.7% |