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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 | $38,433 | $60,261-36.2% | $81,783-53.0% | $74,546-48.4% |
| Participation rate | 59.4% | 62.9%-3.5pp | 72.4%-12.9pp | 67.2%-7.8pp |
| Annual return | 11.12% | 16.88%-5.8pp | 775.05%-763.9pp | 1366.03%-1354.9pp |
| Employer contribution / active EE | $345 | $2,622-86.8% | $2,913-88.2% | $2,624-86.9% |
| Participant deferral / active EE | $1,869 | $3,388-44.8% | $4,320-56.7% | $4,347-57.0% |
| Admin fee / account holder | $1,371 | $1,482-7.5% | $7,380-81.4% | $1,944-29.5% |