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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 | $101,539-35.8% | $147,041-55.7% | $74,400-12.4% |
| Participation rate | 59.0% | 75.5%-16.5pp | 82.2%-23.1pp | 67.2%-8.2pp |
| Annual return | 10.98% | 8740.84%-8729.9pp | 419.21%-408.2pp | 1367.51%-1356.5pp |
| Employer contribution / active EE | $531 | $3,811-86.1% | $4,935-89.2% | $2,624-79.8% |
| Participant deferral / active EE | $3,519 | $7,304-51.8% | $8,071-56.4% | $4,348-19.1% |
| Admin fee / account holder | $2,268 | $1,749+29.7% | $13,006-82.6% | $1,944+16.7% |