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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 | $60,301 | $70,366-14.3% | $66,674-9.6% | $138,895-56.6% |
| Participation rate | 42.9% | 76.2%-33.3pp | 73.7%-30.8pp | 79.9%-37.1pp |
| Annual return | 9.59% | 386.41%-376.8pp | 321.24%-311.7pp | 145.39%-135.8pp |
| Employer contribution / active EE | $235 | $2,765-91.5% | $2,620-91.0% | $4,194-94.4% |
| Participant deferral / active EE | $2,355 | $4,374-46.2% | $4,084-42.3% | $6,396-63.2% |
| Admin fee / account holder | $23,899 | $5,262+354.1% | $5,098+368.8% | $12,562+90.2% |