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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 | $51,820 | $166,268-68.8% | $165,100-68.6% | $145,897-64.5% |
| Participation rate | 42.9% | 82.0%-39.2pp | 78.6%-35.8pp | 80.3%-37.4pp |
| Annual return | 8.61% | 100.52%-91.9pp | 70.21%-61.6pp | 552.29%-543.7pp |
| Employer contribution / active EE | $675 | $5,284-87.2% | $4,348-84.5% | $4,663-85.5% |
| Participant deferral / active EE | $6,639 | $6,964-4.7% | $6,035+10.0% | $6,689-0.7% |
| Admin fee / account holder | $626 | $16,659-96.2% | $12,696-95.1% | $13,390-95.3% |