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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 | $57,881 | $85,766-32.5% | $136,297-57.5% | $70,124-17.5% |
| Participation rate | 65.5% | 74.2%-8.6pp | 81.9%-16.4pp | 69.5%-4.0pp |
| Annual return | 10.20% | 31.45%-21.3pp | 5156.19%-5146.0pp | 73.14%-62.9pp |
| Employer contribution / active EE | $433 | $2,966-85.4% | $4,696-90.8% | $2,342-81.5% |
| Participant deferral / active EE | $4,335 | $5,051-14.2% | $6,247-30.6% | $3,332+30.1% |
| Admin fee / account holder | $6,336 | $5,420+16.9% | $9,244-31.5% | $4,645+36.4% |