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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 | $63,351 | $183,539-65.5% | $155,556-59.3% | $145,897-56.6% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 5.06% | 61.31%-56.2pp | 64.84%-59.8pp | 552.29%-547.2pp |
| Employer contribution / active EE | $547 | $5,315-89.7% | $4,675-88.3% | $4,663-88.3% |
| Participant deferral / active EE | $3,903 | $6,467-39.6% | $5,631-30.7% | $6,689-41.6% |
| Admin fee / account holder | $7,592 | $19,275-60.6% | $15,885-52.2% | $13,390-43.3% |