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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 | $76,016 | $102,382-25.8% | $147,005-48.3% | $80,874-6.0% |
| Participation rate | 34.6% | 75.8%-41.3pp | 82.2%-47.6pp | 67.6%-33.1pp |
| Annual return | 9.34% | 134.89%-125.6pp | 418.76%-409.4pp | 35.62%-26.3pp |
| Employer contribution / active EE | $845 | $3,715-77.2% | $4,934-82.9% | $2,756-69.3% |
| Participant deferral / active EE | $2,774 | $6,646-58.3% | $8,070-65.6% | $4,297-35.4% |
| Admin fee / account holder | $16,002 | $7,942+101.5% | $13,006+23.0% | $6,935+130.7% |