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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 | $53,807 | $102,422-47.5% | $147,117-63.4% | $80,959-33.5% |
| Participation rate | 51.5% | 75.9%-24.4pp | 82.2%-30.7pp | 67.7%-16.2pp |
| Annual return | 10.89% | 135.16%-124.3pp | 420.54%-409.6pp | 35.67%-24.8pp |
| Employer contribution / active EE | $468 | $3,717-87.4% | $4,932-90.5% | $2,757-83.0% |
| Participant deferral / active EE | $4,520 | $6,652-32.1% | $8,065-44.0% | $4,300+5.1% |
| Admin fee / account holder | $5,692 | $7,953-28.4% | $12,993-56.2% | $6,925-17.8% |