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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 | $62,648 | $85,766-27.0% | $136,297-54.0% | $70,131-10.7% |
| Participation rate | 34.3% | 74.2%-39.9pp | 81.9%-47.6pp | 69.5%-35.3pp |
| Annual return | 5.98% | 31.45%-25.5pp | 5156.16%-5150.2pp | 73.14%-67.2pp |
| Employer contribution / active EE | $388 | $2,966-86.9% | $4,696-91.7% | $2,342-83.4% |
| Participant deferral / active EE | $2,221 | $5,051-56.0% | $6,247-64.4% | $3,332-33.3% |
| Admin fee / account holder | $29,372 | $5,420+441.9% | $9,244+217.8% | $4,645+532.3% |