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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 | $70,097 | $79,209-11.5% | $102,434-31.6% | $74,459-5.9% |
| Participation rate | 61.9% | 74.8%-12.8pp | 76.5%-14.6pp | 67.2%-5.3pp |
| Annual return | 11.05% | 54.98%-43.9pp | 29.46%-18.4pp | 1369.70%-1358.6pp |
| Employer contribution / active EE | $492 | $2,362-79.2% | $3,023-83.7% | $2,626-81.3% |
| Participant deferral / active EE | $2,392 | $4,417-45.9% | $5,055-52.7% | $4,350-45.0% |
| Admin fee / account holder | $21,963 | $2,002+997.1% | $9,462+132.1% | $1,945+1029.3% |