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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 | $31,408 | $90,530-65.3% | $76,030-58.7% | $145,897-78.5% |
| Participation rate | 23.5% | 74.4%-50.9pp | 69.1%-45.5pp | 80.3%-56.8pp |
| Annual return | 7.77% | 625.08%-617.3pp | 361.54%-353.8pp | 552.29%-544.5pp |
| Employer contribution / active EE | $515 | $3,319-84.5% | $2,688-80.9% | $4,663-89.0% |
| Participant deferral / active EE | $1,500 | $5,164-71.0% | $4,257-64.8% | $6,689-77.6% |
| Admin fee / account holder | $450 | $8,383-94.6% | $6,421-93.0% | $13,390-96.6% |