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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 | $102,393-49.1% | $147,041-64.5% | $80,911-35.5% |
| Participation rate | 22.9% | 75.9%-53.0pp | 82.2%-59.3pp | 67.6%-44.8pp |
| Annual return | 11.19% | 134.95%-123.8pp | 419.21%-408.0pp | 35.63%-24.4pp |
| Employer contribution / active EE | $768 | $3,715-79.3% | $4,935-84.4% | $2,756-72.1% |
| Participant deferral / active EE | $3,011 | $6,647-54.7% | $8,071-62.7% | $4,297-29.9% |
| Admin fee / account holder | $54,106 | $7,943+581.1% | $13,006+316.0% | $6,935+680.2% |