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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 | $44,796 | $112,131-60.1% | $95,964-53.3% | $158,982-71.8% |
| Participation rate | 53.3% | 79.0%-25.7pp | 77.1%-23.8pp | 82.0%-28.6pp |
| Annual return | 6.13% | 171.19%-165.1pp | 91.64%-85.5pp | 302.99%-296.9pp |
| Employer contribution / active EE | $613 | $3,199-80.8% | $2,541-75.9% | $4,763-87.1% |
| Participant deferral / active EE | $2,536 | $4,784-47.0% | $4,167-39.1% | $5,983-57.6% |
| Admin fee / account holder | $36,261 | $10,136+257.7% | $6,797+433.5% | $11,252+222.3% |