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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 | $63,859 | $150,207-57.5% | $120,380-47.0% | $145,978-56.3% |
| Participation rate | 33.3% | 78.8%-45.4pp | 71.9%-38.6pp | 80.3%-47.0pp |
| Annual return | 7.85% | 154.28%-146.4pp | 107.28%-99.4pp | 550.52%-542.7pp |
| Employer contribution / active EE | $325 | $4,351-92.5% | $3,465-90.6% | $4,662-93.0% |
| Participant deferral / active EE | $1,664 | $6,175-73.1% | $4,992-66.7% | $6,690-75.1% |
| Admin fee / account holder | $53,132 | $12,203+335.4% | $9,421+464.0% | $13,400+296.5% |