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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 | $65,180 | $101,653-35.9% | $147,080-55.7% | $74,459-12.5% |
| Participation rate | 59.0% | 75.6%-16.5pp | 82.2%-23.1pp | 67.2%-8.2pp |
| Annual return | 10.98% | 8754.98%-8744.0pp | 420.17%-409.2pp | 1369.70%-1358.7pp |
| Employer contribution / active EE | $531 | $3,813-86.1% | $4,933-89.2% | $2,626-79.8% |
| Participant deferral / active EE | $3,519 | $7,304-51.8% | $8,066-56.4% | $4,350-19.1% |
| Admin fee / account holder | $2,268 | $1,752+29.5% | $12,989-82.5% | $1,945+16.6% |