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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 | $60,123 | $110,337-45.5% | $102,383-41.3% | $145,877-58.8% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 6.35% | 24.83%-18.5pp | 24.94%-18.6pp | 551.28%-544.9pp |
| Employer contribution / active EE | $510 | $4,216-87.9% | $3,870-86.8% | $4,663-89.1% |
| Participant deferral / active EE | $11,500 | $5,621+104.6% | $5,060+127.3% | $6,691+71.9% |
| Admin fee / account holder | $6,352 | $9,750-34.8% | $8,391-24.3% | $13,402-52.6% |