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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 | $51,523 | $78,607-34.5% | $105,624-51.2% | $74,478-30.8% |
| Participation rate | 45.5% | 72.8%-27.4pp | 75.3%-29.8pp | 67.2%-21.8pp |
| Annual return | 10.48% | 15.96%-5.5pp | 116.20%-105.7pp | 1370.56%-1360.1pp |
| Employer contribution / active EE | $160 | $2,523-93.7% | $3,168-95.0% | $2,626-93.9% |
| Participant deferral / active EE | $2,424 | $4,325-44.0% | $5,013-51.6% | $4,350-44.3% |
| Admin fee / account holder | $6,166 | $2,220+177.8% | $10,961-43.7% | $1,946+216.9% |