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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 | $51,995 | $129,737-59.9% | $119,126-56.4% | $154,746-66.4% |
| Participation rate | 28.6% | 78.9%-50.3pp | 75.8%-47.2pp | 80.7%-52.1pp |
| Annual return | 5.32% | 379.08%-373.8pp | 282.11%-276.8pp | 172.34%-167.0pp |
| Employer contribution / active EE | $831 | $4,375-81.0% | $4,034-79.4% | $4,379-81.0% |
| Participant deferral / active EE | $1,961 | $5,842-66.4% | $5,318-63.1% | $6,730-70.9% |
| Admin fee / account holder | $58,552 | $11,961+389.5% | $10,693+447.6% | $14,365+307.6% |