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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 | $75,713 | $157,296-51.9% | $141,191-46.4% | $152,897-50.5% |
| Participation rate | 55.0% | 84.8%-29.8pp | 82.5%-27.5pp | 82.5%-27.5pp |
| Annual return | 14.46% | 64.34%-49.9pp | 71.41%-56.9pp | 345.43%-331.0pp |
| Employer contribution / active EE | $619 | $5,262-88.2% | $4,736-86.9% | $4,764-87.0% |
| Participant deferral / active EE | $2,475 | $7,111-65.2% | $6,710-63.1% | $5,851-57.7% |
| Admin fee / account holder | $50,497 | $12,125+316.5% | $10,264+392.0% | $11,599+335.3% |