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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 | $64,659 | $183,627-64.8% | $155,602-58.4% | $145,978-55.7% |
| Participation rate | 45.5% | 82.7%-37.2pp | 78.2%-32.7pp | 80.3%-34.8pp |
| Annual return | 5.38% | 61.32%-55.9pp | 64.81%-59.4pp | 550.52%-545.1pp |
| Employer contribution / active EE | $1,018 | $5,316-80.9% | $4,675-78.2% | $4,662-78.2% |
| Participant deferral / active EE | $3,333 | $6,466-48.4% | $5,629-40.8% | $6,690-50.2% |
| Admin fee / account holder | $29,735 | $19,327+53.8% | $15,923+86.7% | $13,400+121.9% |