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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 | $88,137-41.9% | $164,975-69.0% | $74,429-31.2% |
| Participation rate | 57.1% | 73.1%-16.0pp | 78.6%-21.5pp | 67.2%-10.1pp |
| Annual return | 10.23% | 17.13%-6.9pp | 70.12%-59.9pp | 1368.38%-1358.2pp |
| Employer contribution / active EE | $614 | $2,597-76.4% | $4,343-85.9% | $2,625-76.6% |
| Participant deferral / active EE | $2,563 | $4,501-43.1% | $6,033-57.5% | $4,348-41.1% |
| Admin fee / account holder | $565 | $2,231-74.7% | $12,688-95.6% | $1,944-71.0% |