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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 | $54,674-8.4% | $76,089-34.2% | $74,429-32.7% |
| Participation rate | 56.6% | 60.3%-3.7pp | 69.1%-12.4pp | 67.2%-10.6pp |
| Annual return | 7.42% | 31.89%-24.5pp | 360.94%-353.5pp | 1368.38%-1361.0pp |
| Employer contribution / active EE | $231 | $1,781-87.0% | $2,690-91.4% | $2,625-91.2% |
| Participant deferral / active EE | $2,326 | $3,071-24.3% | $4,259-45.4% | $4,348-46.5% |
| Admin fee / account holder | $49,897 | $2,238+2129.8% | $6,418+677.5% | $1,944+2466.3% |