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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 | $48,625 | $201,370-75.9% | $184,256-73.6% | $145,897-66.7% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 9.35% | 29.05%-19.7pp | 28.85%-19.5pp | 552.29%-542.9pp |
| Employer contribution / active EE | $1,425 | $7,024-79.7% | $6,427-77.8% | $4,663-69.4% |
| Participant deferral / active EE | $3,980 | $9,808-59.4% | $9,133-56.4% | $6,689-40.5% |
| Admin fee / account holder | $38,817 | $16,364+137.2% | $13,899+179.3% | $13,390+189.9% |