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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 | $61,532 | $57,305+7.4% | $86,640-29.0% | $75,173-18.1% |
| Participation rate | 45.3% | 63.2%-17.9pp | 71.7%-26.4pp | 67.2%-21.9pp |
| Annual return | 12.52% | 2674.24%-2661.7pp | 592.52%-580.0pp | 160.72%-148.2pp |
| Employer contribution / active EE | $154 | $2,316-93.3% | $3,024-94.9% | $2,671-94.2% |
| Participant deferral / active EE | $1,540 | $3,320-53.6% | $4,438-65.3% | $4,126-62.7% |
| Admin fee / account holder | $6,969 | $4,116+69.3% | $5,616+24.1% | $5,651+23.3% |