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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 | $66,704 | $101,591-34.3% | $147,096-54.7% | $74,429-10.4% |
| Participation rate | 60.8% | 75.5%-14.8pp | 82.2%-21.4pp | 67.2%-6.4pp |
| Annual return | 11.44% | 8746.45%-8735.0pp | 419.75%-408.3pp | 1368.38%-1356.9pp |
| Employer contribution / active EE | $519 | $3,813-86.4% | $4,936-89.5% | $2,625-80.2% |
| Participant deferral / active EE | $4,506 | $7,302-38.3% | $8,071-44.2% | $4,348+3.6% |
| Admin fee / account holder | $8,613 | $1,750+392.2% | $13,005-33.8% | $1,944+343.0% |