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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 | $97,125-46.5% | $86,233-39.7% | $137,256-62.1% |
| Participation rate | 16.7% | 74.2%-57.5pp | 69.0%-52.4pp | 80.0%-63.3pp |
| Annual return | 3.55% | 74.19%-70.6pp | 61.39%-57.8pp | 220.34%-216.8pp |
| Employer contribution / active EE | $87 | $2,841-96.9% | $2,504-96.5% | $4,156-97.9% |
| Participant deferral / active EE | $1,043 | $5,180-79.9% | $4,559-77.1% | $6,407-83.7% |
| Admin fee / account holder | $107,972 | $9,725+1010.3% | $8,342+1194.3% | $12,270+780.0% |