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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 | $41,031 | $90,614-54.7% | $76,089-46.1% | $145,877-71.9% |
| Participation rate | 21.7% | 74.5%-52.8pp | 69.1%-47.3pp | 80.3%-58.6pp |
| Annual return | 7.33% | 623.80%-616.5pp | 360.94%-353.6pp | 551.28%-543.9pp |
| Employer contribution / active EE | $427 | $3,324-87.2% | $2,690-84.1% | $4,663-90.8% |
| Participant deferral / active EE | $1,112 | $5,168-78.5% | $4,259-73.9% | $6,691-83.4% |
| Admin fee / account holder | $3,257 | $8,376-61.1% | $6,418-49.2% | $13,402-75.7% |