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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 | $60,019 | $100,060-40.0% | $149,721-59.9% | $70,126-14.4% |
| Participation rate | 66.7% | 83.6%-16.9pp | 87.1%-20.4pp | 69.5%-2.9pp |
| Annual return | 11.96% | 27.46%-15.5pp | 1501.67%-1489.7pp | 73.15%-61.2pp |
| Employer contribution / active EE | $1,082 | $3,661-70.4% | $5,444-80.1% | $2,343-53.8% |
| Participant deferral / active EE | $5,058 | $4,982+1.5% | $6,568-23.0% | $3,332+51.8% |
| Admin fee / account holder | $2,975 | $8,285-64.1% | $11,282-73.6% | $4,645-36.0% |