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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 | $51,877 | $184,000-71.8% | $162,185-68.0% | $152,909-66.1% |
| Participation rate | 64.7% | 88.5%-23.8pp | 87.6%-22.8pp | 82.5%-17.7pp |
| Annual return | 6.37% | 150.80%-144.4pp | 115.61%-109.2pp | 345.46%-339.1pp |
| Employer contribution / active EE | $497 | $6,370-92.2% | $5,613-91.1% | $4,764-89.6% |
| Participant deferral / active EE | $3,709 | $8,033-53.8% | $7,297-49.2% | $5,851-36.6% |
| Admin fee / account holder | $1,382 | $13,124-89.5% | $10,844-87.3% | $11,601-88.1% |