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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 | $44,394 | $90,530-51.0% | $76,030-41.6% | $145,897-69.6% |
| Participation rate | 64.7% | 74.4%-9.7pp | 69.1%-4.4pp | 80.3%-15.6pp |
| Annual return | 6.54% | 625.08%-618.5pp | 361.54%-355.0pp | 552.29%-545.7pp |
| Employer contribution / active EE | $248 | $3,319-92.5% | $2,688-90.8% | $4,663-94.7% |
| Participant deferral / active EE | $1,181 | $5,164-77.1% | $4,257-72.3% | $6,689-82.3% |
| Admin fee / account holder | $17,317 | $8,383+106.6% | $6,421+169.7% | $13,390+29.3% |