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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 | $45,797 | $100,060-54.2% | $149,721-69.4% | $70,126-34.7% |
| Participation rate | 58.8% | 83.6%-24.8pp | 87.1%-28.2pp | 69.5%-10.7pp |
| Annual return | 12.08% | 27.46%-15.4pp | 1501.67%-1489.6pp | 73.15%-61.1pp |
| Employer contribution / active EE | $966 | $3,661-73.6% | $5,444-82.3% | $2,343-58.8% |
| Participant deferral / active EE | $2,549 | $4,982-48.8% | $6,568-61.2% | $3,332-23.5% |
| Admin fee / account holder | $2,164 | $8,285-73.9% | $11,282-80.8% | $4,645-53.4% |