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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 | $58,290 | $144,130-59.6% | $117,860-50.5% | $147,585-60.5% |
| Participation rate | 45.5% | 83.4%-38.0pp | 79.7%-34.2pp | 82.8%-37.4pp |
| Annual return | 5.88% | 531.20%-525.3pp | 335.10%-329.2pp | 578.58%-572.7pp |
| Employer contribution / active EE | $821 | $4,897-83.2% | $3,786-78.3% | $4,876-83.2% |
| Participant deferral / active EE | $3,598 | $5,316-32.3% | $4,482-19.7% | $5,439-33.9% |
| Admin fee / account holder | $422 | $10,887-96.1% | $8,021-94.7% | $10,886-96.1% |