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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 | $73,027 | $178,174-59.0% | $156,181-53.2% | $137,256-46.8% |
| Participation rate | 42.9% | 82.0%-39.2pp | 78.8%-36.0pp | 80.0%-37.1pp |
| Annual return | 5.93% | 84.19%-78.3pp | 64.87%-58.9pp | 220.34%-214.4pp |
| Employer contribution / active EE | $250 | $4,972-95.0% | $4,294-94.2% | $4,156-94.0% |
| Participant deferral / active EE | $2,582 | $6,888-62.5% | $6,132-57.9% | $6,407-59.7% |
| Admin fee / account holder | $112,703 | $17,404+547.6% | $14,586+672.7% | $12,270+818.5% |