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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 | $60,393-36.4% | $81,820-53.0% | $74,429-48.4% |
| Participation rate | 59.4% | 62.9%-3.5pp | 72.4%-13.0pp | 67.2%-7.8pp |
| Annual return | 11.12% | 16.89%-5.8pp | 777.93%-766.8pp | 1368.38%-1357.3pp |
| Employer contribution / active EE | $345 | $2,626-86.9% | $2,915-88.2% | $2,625-86.9% |
| Participant deferral / active EE | $1,869 | $3,397-45.0% | $4,323-56.8% | $4,348-57.0% |
| Admin fee / account holder | $1,371 | $1,491-8.0% | $7,391-81.4% | $1,944-29.5% |