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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 | $76,234 | $78,670-3.1% | $109,173-30.2% | $85,847-11.2% |
| Participation rate | 57.7% | 68.3%-10.6pp | 75.9%-18.2pp | 69.3%-11.6pp |
| Annual return | 9.35% | 25.09%-15.7pp | 25.75%-16.4pp | 318.61%-309.3pp |
| Employer contribution / active EE | $45 | $2,734-98.4% | $3,723-98.8% | $2,565-98.3% |
| Participant deferral / active EE | $4,171 | $3,467+20.3% | $4,654-10.4% | $3,952+5.5% |
| Admin fee / account holder | $49,705 | $5,469+808.8% | $6,755+635.8% | $6,261+693.9% |