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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 | $56,747 | $85,766-33.8% | $136,298-58.4% | $70,126-19.1% |
| Participation rate | 64.5% | 74.2%-9.6pp | 81.9%-17.4pp | 69.5%-5.0pp |
| Annual return | 13.27% | 31.46%-18.2pp | 5156.27%-5143.0pp | 73.15%-59.9pp |
| Employer contribution / active EE | $412 | $2,966-86.1% | $4,696-91.2% | $2,343-82.4% |
| Participant deferral / active EE | $5,091 | $5,051+0.8% | $6,247-18.5% | $3,332+52.8% |
| Admin fee / account holder | $5,672 | $5,421+4.6% | $9,244-38.6% | $4,645+22.1% |