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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 | $57,596 | $106,008-45.7% | $92,240-37.6% | $147,586-61.0% |
| Participation rate | 45.5% | 80.4%-35.0pp | 76.5%-31.0pp | 82.8%-37.4pp |
| Annual return | 6.88% | 50.05%-43.2pp | 176.29%-169.4pp | 578.59%-571.7pp |
| Employer contribution / active EE | $347 | $4,333-92.0% | $3,680-90.6% | $4,876-92.9% |
| Participant deferral / active EE | $2,628 | $4,478-41.3% | $3,897-32.6% | $5,439-51.7% |
| Admin fee / account holder | $615 | $6,333-90.3% | $5,194-88.2% | $10,886-94.4% |