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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 | $52,176 | $160,040-67.4% | $147,096-64.5% | $145,877-64.2% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.2%-57.2pp | 80.3%-55.3pp |
| Annual return | 5.86% | 98.49%-92.6pp | 419.75%-413.9pp | 551.28%-545.4pp |
| Employer contribution / active EE | $846 | $5,289-84.0% | $4,936-82.9% | $4,663-81.9% |
| Participant deferral / active EE | $6,245 | $8,429-25.9% | $8,071-22.6% | $6,691-6.7% |
| Admin fee / account holder | $357 | $15,050-97.6% | $13,005-97.3% | $13,402-97.3% |