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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 | $51,267 | $174,379-70.6% | $152,093-66.3% | $138,895-63.1% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.8%-17.8pp | 79.9%-19.9pp |
| Annual return | 6.44% | 74.86%-68.4pp | 66.36%-59.9pp | 145.39%-139.0pp |
| Employer contribution / active EE | $101 | $4,652-97.8% | $4,175-97.6% | $4,194-97.6% |
| Participant deferral / active EE | $2,518 | $6,159-59.1% | $5,451-53.8% | $6,396-60.6% |
| Admin fee / account holder | $19,083 | $16,880+13.1% | $14,497+31.6% | $12,562+51.9% |