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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 | $63,040 | $176,120-64.2% | $159,487-60.5% | $167,553-62.4% |
| Participation rate | 58.8% | 85.0%-26.1pp | 82.8%-24.0pp | 82.1%-23.3pp |
| Annual return | 9.02% | 331.95%-322.9pp | 263.71%-254.7pp | 478.89%-469.9pp |
| Employer contribution / active EE | $595 | $5,299-88.8% | $4,831-87.7% | $4,840-87.7% |
| Participant deferral / active EE | $2,899 | $7,752-62.6% | $7,354-60.6% | $6,343-54.3% |
| Admin fee / account holder | $845 | $12,561-93.3% | $10,804-92.2% | $12,316-93.1% |