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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 | $61,500 | $149,778-58.9% | $118,946-48.3% | $158,966-61.3% |
| Participation rate | 35.3% | 82.1%-46.8pp | 75.4%-40.1pp | 82.0%-46.7pp |
| Annual return | 4.75% | 19.95%-15.2pp | 35.89%-31.1pp | 302.95%-298.2pp |
| Employer contribution / active EE | $623 | $4,117-84.9% | $3,263-80.9% | $4,762-86.9% |
| Participant deferral / active EE | $2,746 | $5,225-47.4% | $4,266-35.6% | $5,983-54.1% |
| Admin fee / account holder | $2,020 | $8,604-76.5% | $6,581-69.3% | $11,250-82.0% |