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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 | $50,068 | $54,558-8.2% | $76,002-34.1% | $74,546-32.8% |
| Participation rate | 56.6% | 60.3%-3.7pp | 69.1%-12.4pp | 67.2%-10.6pp |
| Annual return | 7.42% | 31.83%-24.4pp | 360.07%-352.6pp | 1366.03%-1358.6pp |
| Employer contribution / active EE | $231 | $1,778-87.0% | $2,688-91.4% | $2,624-91.2% |
| Participant deferral / active EE | $2,326 | $3,065-24.1% | $4,257-45.4% | $4,347-46.5% |
| Admin fee / account holder | $49,897 | $2,232+2135.6% | $6,414+678.0% | $1,944+2467.3% |