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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 | $54,504 | $57,305-4.9% | $86,640-37.1% | $75,173-27.5% |
| Participation rate | 20.5% | 63.2%-42.8pp | 71.7%-51.3pp | 67.2%-46.7pp |
| Annual return | 10.69% | 2674.24%-2663.5pp | 592.52%-581.8pp | 160.72%-150.0pp |
| Employer contribution / active EE | $189 | $2,316-91.9% | $3,024-93.8% | $2,671-92.9% |
| Participant deferral / active EE | $1,192 | $3,320-64.1% | $4,438-73.1% | $4,126-71.1% |
| Admin fee / account holder | $3,826 | $4,116-7.0% | $5,616-31.9% | $5,651-32.3% |