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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 | $57,152 | $89,370-36.1% | $141,197-59.5% | $72,976-21.7% |
| Participation rate | 35.5% | 75.1%-39.6pp | 82.5%-47.0pp | 69.5%-34.0pp |
| Annual return | 17.68% | 111.88%-94.2pp | 71.41%-53.7pp | 81.02%-63.3pp |
| Employer contribution / active EE | $615 | $3,115-80.2% | $4,736-87.0% | $2,440-74.8% |
| Participant deferral / active EE | $2,849 | $5,419-47.4% | $6,710-57.5% | $3,608-21.0% |
| Admin fee / account holder | $11,551 | $5,957+93.9% | $10,265+12.5% | $5,124+125.4% |