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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 | $54,861 | $155,833-64.8% | $124,693-56.0% | $167,536-67.3% |
| Participation rate | 44.4% | 81.1%-36.7pp | 74.6%-30.2pp | 82.1%-37.7pp |
| Annual return | 7.73% | 17.98%-10.2pp | 5144.19%-5136.5pp | 478.82%-471.1pp |
| Employer contribution / active EE | $801 | $4,164-80.8% | $3,324-75.9% | $4,839-83.4% |
| Participant deferral / active EE | $2,681 | $5,675-52.8% | $4,615-41.9% | $6,342-57.7% |
| Admin fee / account holder | $679 | $9,534-92.9% | $7,494-90.9% | $12,315-94.5% |