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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 | $78,580 | $102,385-23.3% | $147,080-46.6% | $80,935-2.9% |
| Participation rate | 37.9% | 75.9%-38.0pp | 82.2%-44.3pp | 67.7%-29.8pp |
| Annual return | 9.94% | 135.09%-125.2pp | 420.17%-410.2pp | 35.66%-25.7pp |
| Employer contribution / active EE | $302 | $3,717-91.9% | $4,933-93.9% | $2,757-89.1% |
| Participant deferral / active EE | $4,019 | $6,651-39.6% | $8,066-50.2% | $4,299-6.5% |
| Admin fee / account holder | $16,332 | $7,951+105.4% | $12,989+25.7% | $6,924+135.9% |