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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 | $60,841 | $110,039-44.7% | $97,260-37.4% | $145,884-58.3% |
| Participation rate | 25.0% | 75.9%-50.9pp | 72.7%-47.7pp | 80.3%-55.3pp |
| Annual return | 6.92% | 244.44%-237.5pp | 75.54%-68.6pp | 551.85%-544.9pp |
| Employer contribution / active EE | $184 | $3,074-94.0% | $2,721-93.2% | $4,662-96.1% |
| Participant deferral / active EE | $735 | $4,674-84.3% | $4,262-82.8% | $6,690-89.0% |
| Admin fee / account holder | $1,078 | $6,204-82.6% | $5,640-80.9% | $13,392-92.0% |