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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 | $71,002 | $107,353-33.9% | $92,903-23.6% | $152,885-53.6% |
| Participation rate | 53.3% | 79.8%-26.5pp | 76.0%-22.7pp | 82.5%-29.1pp |
| Annual return | 1.50% | 145.62%-144.1pp | 109.43%-107.9pp | 345.39%-343.9pp |
| Employer contribution / active EE | $575 | $4,222-86.4% | $3,653-84.3% | $4,763-87.9% |
| Participant deferral / active EE | $1,597 | $4,848-67.1% | $4,238-62.3% | $5,851-72.7% |
| Admin fee / account holder | $16,869 | $7,081+138.2% | $5,795+191.1% | $11,598+45.4% |