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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 | $58,185 | $88,754-34.4% | $81,820-28.9% | $145,877-60.1% |
| Participation rate | 57.1% | 75.1%-17.9pp | 72.4%-15.2pp | 80.3%-23.2pp |
| Annual return | 6.02% | 1031.77%-1025.7pp | 777.93%-771.9pp | 551.28%-545.3pp |
| Employer contribution / active EE | $226 | $3,085-92.7% | $2,915-92.2% | $4,663-95.2% |
| Participant deferral / active EE | $3,670 | $4,648-21.0% | $4,323-15.1% | $6,691-45.1% |
| Admin fee / account holder | $39,928 | $8,424+374.0% | $7,391+440.3% | $13,402+197.9% |