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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 | $42,289 | $85,766-50.7% | $136,297-69.0% | $70,124-39.7% |
| Participation rate | 61.3% | 74.2%-12.9pp | 81.9%-20.6pp | 69.5%-8.3pp |
| Annual return | 12.74% | 31.45%-18.7pp | 5156.19%-5143.5pp | 73.14%-60.4pp |
| Employer contribution / active EE | $402 | $2,966-86.4% | $4,696-91.4% | $2,342-82.8% |
| Participant deferral / active EE | $2,210 | $5,051-56.3% | $6,247-64.6% | $3,332-33.7% |
| Admin fee / account holder | $497 | $5,420-90.8% | $9,244-94.6% | $4,645-89.3% |