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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 | $70,747 | $176,077-59.8% | $159,455-55.6% | $167,518-57.8% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 4.61% | 331.83%-327.2pp | 263.63%-259.0pp | 478.71%-474.1pp |
| Employer contribution / active EE | $426 | $5,298-92.0% | $4,830-91.2% | $4,838-91.2% |
| Participant deferral / active EE | $11,063 | $7,751+42.7% | $7,353+50.5% | $6,342+74.4% |
| Admin fee / account holder | $660 | $12,556-94.7% | $10,800-93.9% | $12,312-94.6% |