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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 | $52,290 | $85,766-39.0% | $136,298-61.6% | $70,126-25.4% |
| Participation rate | 69.7% | 74.2%-4.5pp | 81.9%-12.2pp | 69.5%+0.2pp |
| Annual return | 13.23% | 31.46%-18.2pp | 5156.27%-5143.0pp | 73.15%-59.9pp |
| Employer contribution / active EE | $194 | $2,966-93.5% | $4,696-95.9% | $2,343-91.7% |
| Participant deferral / active EE | $2,938 | $5,051-41.8% | $6,247-53.0% | $3,332-11.8% |
| Admin fee / account holder | $471 | $5,421-91.3% | $9,244-94.9% | $4,645-89.9% |