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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 | $77,052 | $166,242-53.7% | $165,071-53.3% | $145,884-47.2% |
| Participation rate | 12.5% | 82.0%-69.5pp | 78.6%-66.1pp | 80.3%-67.8pp |
| Annual return | 4.14% | 100.44%-96.3pp | 70.17%-66.0pp | 551.85%-547.7pp |
| Employer contribution / active EE | $400 | $5,283-92.4% | $4,347-90.8% | $4,662-91.4% |
| Participant deferral / active EE | $2,813 | $6,964-59.6% | $6,035-53.4% | $6,690-58.0% |
| Admin fee / account holder | $1,047 | $16,658-93.7% | $12,695-91.8% | $13,392-92.2% |