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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 | $58,367 | $65,566-11.0% | $86,235-32.3% | $75,177-22.4% |
| Participation rate | 30.8% | 60.5%-29.7pp | 69.0%-38.2pp | 67.2%-36.4pp |
| Annual return | 8.91% | 46.07%-37.2pp | 1170.03%-1161.1pp | 160.75%-151.8pp |
| Employer contribution / active EE | $226 | $1,553-85.5% | $2,381-90.5% | $2,671-91.6% |
| Participant deferral / active EE | $2,152 | $3,023-28.8% | $3,987-46.0% | $4,126-47.8% |
| Admin fee / account holder | $7,762 | $5,470+41.9% | $6,856+13.2% | $5,651+37.3% |