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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 | $51,185 | $88,087-41.9% | $164,866-69.0% | $74,546-31.3% |
| Participation rate | 57.1% | 73.1%-15.9pp | 78.6%-21.5pp | 67.2%-10.1pp |
| Annual return | 10.23% | 17.27%-7.0pp | 69.97%-59.7pp | 1366.03%-1355.8pp |
| Employer contribution / active EE | $614 | $2,595-76.4% | $4,343-85.9% | $2,624-76.6% |
| Participant deferral / active EE | $2,563 | $4,499-43.0% | $6,033-57.5% | $4,347-41.0% |
| Admin fee / account holder | $565 | $2,232-74.7% | $12,689-95.6% | $1,944-71.0% |