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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 | $61,016 | $49,896+22.3% | $80,627-24.3% | $75,173-18.8% |
| Participation rate | 25.0% | 55.3%-30.3pp | 67.0%-42.0pp | 67.2%-42.2pp |
| Annual return | 12.87% | 34.67%-21.8pp | 936.76%-923.9pp | 160.72%-147.8pp |
| Employer contribution / active EE | $108 | $1,699-93.7% | $2,723-96.0% | $2,671-96.0% |
| Participant deferral / active EE | $888 | $2,992-70.3% | $4,443-80.0% | $4,126-78.5% |
| Admin fee / account holder | $2,944 | $3,578-17.7% | $5,381-45.3% | $5,651-47.9% |