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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 | $58,473 | $95,383-38.7% | $185,837-68.5% | $85,856-31.9% |
| Participation rate | 52.1% | 68.8%-16.7pp | 81.7%-29.6pp | 69.3%-17.2pp |
| Annual return | 11.18% | 23.59%-12.4pp | 122.08%-110.9pp | 318.58%-307.4pp |
| Employer contribution / active EE | $300 | $3,313-90.9% | $5,168-94.2% | $2,565-88.3% |
| Participant deferral / active EE | $3,952 | $3,423+15.4% | $5,568-29.0% | $3,9520% |
| Admin fee / account holder | $15,605 | $7,213+116.4% | $16,241-3.9% | $6,261+149.3% |