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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 | $72,330 | $65,566+10.3% | $86,235-16.1% | $75,177-3.8% |
| Participation rate | 26.7% | 60.5%-33.7pp | 69.0%-42.2pp | 67.2%-40.5pp |
| Annual return | 11.31% | 46.07%-34.8pp | 1170.03%-1158.7pp | 160.75%-149.4pp |
| Employer contribution / active EE | $247 | $1,553-84.1% | $2,381-89.6% | $2,671-90.8% |
| Participant deferral / active EE | $1,203 | $3,023-60.2% | $3,987-69.8% | $4,126-70.8% |
| Admin fee / account holder | $2,263 | $5,470-58.6% | $6,856-67.0% | $5,651-60.0% |