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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 | $81,781 | $102,385-20.1% | $147,080-44.4% | $80,935+1.0% |
| Participation rate | 56.9% | 75.9%-18.9pp | 82.2%-25.2pp | 67.7%-10.7pp |
| Annual return | 4.88% | 135.09%-130.2pp | 420.17%-415.3pp | 35.66%-30.8pp |
| Employer contribution / active EE | $500 | $3,717-86.5% | $4,933-89.9% | $2,757-81.9% |
| Participant deferral / active EE | $3,162 | $6,651-52.5% | $8,066-60.8% | $4,299-26.5% |
| Admin fee / account holder | $3,279 | $7,951-58.8% | $12,989-74.8% | $6,924-52.6% |