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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 | $99,064 | $211,105-53.1% | $178,449-44.5% | $145,978-32.1% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 5.25% | 30.19%-24.9pp | 27.09%-21.8pp | 550.52%-545.3pp |
| Employer contribution / active EE | $576 | $4,569-87.4% | $3,951-85.4% | $4,662-87.6% |
| Participant deferral / active EE | $2,305 | $6,959-66.9% | $6,277-63.3% | $6,690-65.6% |
| Admin fee / account holder | $24,345 | $12,017+102.6% | $10,362+134.9% | $13,400+81.7% |