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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 | $71,162 | $57,305+24.2% | $86,640-17.9% | $75,173-5.3% |
| Participation rate | 48.2% | 63.2%-15.0pp | 71.7%-23.5pp | 67.2%-19.0pp |
| Annual return | 11.01% | 2674.24%-2663.2pp | 592.52%-581.5pp | 160.72%-149.7pp |
| Employer contribution / active EE | $243 | $2,316-89.5% | $3,024-92.0% | $2,671-90.9% |
| Participant deferral / active EE | $2,662 | $3,320-19.8% | $4,438-40.0% | $4,126-35.5% |
| Admin fee / account holder | $1,564 | $4,116-62.0% | $5,616-72.2% | $5,651-72.3% |