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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 | $88,778-34.5% | $81,844-28.9% | $145,884-60.1% |
| Participation rate | 57.1% | 75.1%-17.9pp | 72.4%-15.2pp | 80.3%-23.2pp |
| Annual return | 6.02% | 1033.03%-1027.0pp | 778.87%-772.9pp | 551.85%-545.8pp |
| Employer contribution / active EE | $226 | $3,087-92.7% | $2,916-92.3% | $4,662-95.2% |
| Participant deferral / active EE | $3,670 | $4,648-21.0% | $4,323-15.1% | $6,690-45.1% |
| Admin fee / account holder | $39,928 | $8,430+373.6% | $7,355+442.8% | $13,392+198.2% |