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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 | $55,722 | $154,193-63.9% | $130,045-57.2% | $139,466-60.0% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.5%-53.5pp | 80.3%-55.3pp |
| Annual return | 4.83% | 32.51%-27.7pp | -137.30%+142.1pp | 373.66%-368.8pp |
| Employer contribution / active EE | $458 | $5,292-91.3% | $4,321-89.4% | $4,754-90.4% |
| Participant deferral / active EE | $2,865 | $6,709-57.3% | $5,820-50.8% | $6,712-57.3% |
| Admin fee / account holder | $31,349 | $13,989+124.1% | $10,600+195.7% | $11,409+174.8% |