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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 | $55,419 | $58,275-4.9% | $81,844-32.3% | $80,935-31.5% |
| Participation rate | 25.0% | 63.5%-38.5pp | 72.4%-47.4pp | 67.7%-42.7pp |
| Annual return | 10.24% | 41.82%-31.6pp | 778.87%-768.6pp | 35.66%-25.4pp |
| Employer contribution / active EE | $258 | $2,346-89.0% | $2,916-91.2% | $2,757-90.7% |
| Participant deferral / active EE | $2,230 | $3,285-32.1% | $4,323-48.4% | $4,299-48.1% |
| Admin fee / account holder | $9,452 | $4,749+99.1% | $7,355+28.5% | $6,924+36.5% |