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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 | $59,245 | $209,422-71.7% | $178,503-66.8% | $158,982-62.7% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 3.34% | 188.81%-185.5pp | 151.12%-147.8pp | 302.99%-299.6pp |
| Employer contribution / active EE | $1,101 | $5,707-80.7% | $5,011-78.0% | $4,763-76.9% |
| Participant deferral / active EE | $2,942 | $5,955-50.6% | $5,202-43.5% | $5,983-50.8% |
| Admin fee / account holder | $76,114 | $17,079+345.7% | $13,987+444.2% | $11,252+576.5% |