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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 | $56,238 | $162,136-65.3% | $152,301-63.1% | $154,746-63.7% |
| Participation rate | 33.3% | 84.1%-50.8pp | 82.4%-49.1pp | 80.7%-47.4pp |
| Annual return | 4.59% | 91.02%-86.4pp | 80.50%-75.9pp | 172.34%-167.7pp |
| Employer contribution / active EE | $39 | $4,890-99.2% | $4,624-99.2% | $4,379-99.1% |
| Participant deferral / active EE | $10,667 | $8,341+27.9% | $8,004+33.3% | $6,730+58.5% |
| Admin fee / account holder | $455 | $15,759-97.1% | $14,398-96.8% | $14,365-96.8% |