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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 | $52,168 | $102,422-49.1% | $147,117-64.5% | $80,959-35.6% |
| Participation rate | 22.9% | 75.9%-53.0pp | 82.2%-59.3pp | 67.7%-44.8pp |
| Annual return | 11.19% | 135.16%-124.0pp | 420.54%-409.4pp | 35.67%-24.5pp |
| Employer contribution / active EE | $768 | $3,717-79.3% | $4,932-84.4% | $2,757-72.2% |
| Participant deferral / active EE | $3,011 | $6,652-54.7% | $8,065-62.7% | $4,300-30.0% |
| Admin fee / account holder | $54,106 | $7,953+580.3% | $12,993+316.4% | $6,925+681.3% |