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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 | $42,653 | $198,457-78.5% | $170,435-75.0% | $147,586-71.1% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 7.02% | 257.30%-250.3pp | 205.94%-198.9pp | 578.59%-571.6pp |
| Employer contribution / active EE | $1,044 | $6,183-83.1% | $5,432-80.8% | $4,876-78.6% |
| Participant deferral / active EE | $4,526 | $5,629-19.6% | $4,939-8.4% | $5,439-16.8% |
| Admin fee / account holder | $13,004 | $16,852-22.8% | $13,881-6.3% | $10,886+19.5% |