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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 | $183,627-65.5% | $155,602-59.3% | $145,978-56.6% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 5.06% | 61.32%-56.3pp | 64.81%-59.7pp | 550.52%-545.5pp |
| Employer contribution / active EE | $547 | $5,316-89.7% | $4,675-88.3% | $4,662-88.3% |
| Participant deferral / active EE | $3,903 | $6,466-39.6% | $5,629-30.7% | $6,690-41.7% |
| Admin fee / account holder | $7,592 | $19,327-60.7% | $15,923-52.3% | $13,400-43.3% |