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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 | $68,461 | $60,305+13.5% | $81,780-16.3% | $74,400-8.0% |
| Participation rate | 25.6% | 62.9%-37.3pp | 72.4%-46.8pp | 67.2%-41.6pp |
| Annual return | 9.40% | 16.89%-7.5pp | 776.27%-766.9pp | 1367.51%-1358.1pp |
| Employer contribution / active EE | $226 | $2,623-91.4% | $2,914-92.2% | $2,624-91.4% |
| Participant deferral / active EE | $1,642 | $3,390-51.6% | $4,321-62.0% | $4,348-62.2% |
| Admin fee / account holder | $1,231 | $1,484-17.1% | $7,384-83.3% | $1,944-36.7% |