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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 | $62,489 | $217,432-71.3% | $185,851-66.4% | $167,553-62.7% |
| Participation rate | 63.6% | 86.1%-22.4pp | 81.7%-18.1pp | 82.1%-18.5pp |
| Annual return | 5.48% | 148.43%-142.9pp | 122.11%-116.6pp | 478.89%-473.4pp |
| Employer contribution / active EE | $721 | $5,874-87.7% | $5,168-86.1% | $4,840-85.1% |
| Participant deferral / active EE | $2,908 | $6,357-54.3% | $5,569-47.8% | $6,343-54.2% |
| Admin fee / account holder | $57,195 | $19,820+188.6% | $16,245+252.1% | $12,316+364.4% |