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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 | $47,001 | $90,691-48.2% | $76,119-38.3% | $145,884-67.8% |
| Participation rate | 36.4% | 74.5%-38.1pp | 69.1%-32.7pp | 80.3%-43.9pp |
| Annual return | 7.34% | 624.52%-617.2pp | 361.25%-353.9pp | 551.85%-544.5pp |
| Employer contribution / active EE | $445 | $3,329-86.6% | $2,693-83.5% | $4,662-90.4% |
| Participant deferral / active EE | $1,503 | $5,167-70.9% | $4,259-64.7% | $6,690-77.5% |
| Admin fee / account holder | $708 | $8,383-91.6% | $6,421-89.0% | $13,392-94.7% |