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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 | $55,429 | $106,008-47.7% | $92,240-39.9% | $147,586-62.4% |
| Participation rate | 58.3% | 80.4%-22.1pp | 76.5%-18.1pp | 82.8%-24.5pp |
| Annual return | 7.95% | 50.05%-42.1pp | 176.29%-168.3pp | 578.59%-570.6pp |
| Employer contribution / active EE | $535 | $4,333-87.7% | $3,680-85.5% | $4,876-89.0% |
| Participant deferral / active EE | $3,033 | $4,478-32.3% | $3,897-22.2% | $5,439-44.2% |
| Admin fee / account holder | $1,068 | $6,333-83.1% | $5,194-79.4% | $10,886-90.2% |