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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 | $58,348 | $99,652-41.4% | $78,778-25.9% | $147,586-60.5% |
| Participation rate | 38.1% | 76.2%-38.1pp | 69.2%-31.1pp | 82.8%-44.7pp |
| Annual return | 5.63% | 47.28%-41.7pp | 35.62%-30.0pp | 578.59%-573.0pp |
| Employer contribution / active EE | $293 | $2,796-89.5% | $1,986-85.3% | $4,876-94.0% |
| Participant deferral / active EE | $1,093 | $3,664-70.2% | $2,958-63.0% | $5,439-79.9% |
| Admin fee / account holder | $351 | $7,155-95.1% | $5,134-93.2% | $10,886-96.8% |