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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 | $63,471 | $184,000-65.5% | $162,185-60.9% | $152,909-58.5% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 5.86% | 150.80%-144.9pp | 115.61%-109.7pp | 345.46%-339.6pp |
| Employer contribution / active EE | $1,145 | $6,370-82.0% | $5,613-79.6% | $4,764-76.0% |
| Participant deferral / active EE | $3,011 | $8,033-62.5% | $7,297-58.7% | $5,851-48.5% |
| Admin fee / account holder | $536 | $13,124-95.9% | $10,844-95.1% | $11,601-95.4% |