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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 | $51,962 | $108,882-52.3% | $96,754-46.3% | $154,746-66.4% |
| Participation rate | 16.7% | 75.1%-58.4pp | 70.3%-53.6pp | 80.7%-64.0pp |
| Annual return | 3.55% | 98.39%-94.8pp | 82.04%-78.5pp | 172.34%-168.8pp |
| Employer contribution / active EE | $87 | $3,018-97.1% | $2,679-96.8% | $4,379-98.0% |
| Participant deferral / active EE | $1,043 | $5,323-80.4% | $4,758-78.1% | $6,730-84.5% |
| Admin fee / account holder | $107,972 | $10,200+958.5% | $8,905+1112.5% | $14,365+651.6% |