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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 | $57,491 | $102,422-43.9% | $147,117-60.9% | $80,959-29.0% |
| Participation rate | 51.9% | 75.9%-24.0pp | 82.2%-30.3pp | 67.7%-15.8pp |
| Annual return | 11.71% | 135.16%-123.4pp | 420.54%-408.8pp | 35.67%-24.0pp |
| Employer contribution / active EE | $714 | $3,717-80.8% | $4,932-85.5% | $2,757-74.1% |
| Participant deferral / active EE | $3,690 | $6,652-44.5% | $8,065-54.2% | $4,300-14.2% |
| Admin fee / account holder | $33,695 | $7,953+323.6% | $12,993+159.3% | $6,925+386.5% |