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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 | $71,145 | $88,186-19.3% | $165,071-56.9% | $74,459-4.5% |
| Participation rate | 55.2% | 73.1%-18.0pp | 78.6%-23.5pp | 67.2%-12.1pp |
| Annual return | 11.12% | 17.13%-6.0pp | 70.17%-59.1pp | 1369.70%-1358.6pp |
| Employer contribution / active EE | $558 | $2,600-78.5% | $4,347-87.2% | $2,626-78.7% |
| Participant deferral / active EE | $4,542 | $4,505+0.8% | $6,035-24.7% | $4,350+4.4% |
| Admin fee / account holder | $17,723 | $2,234+693.3% | $12,695+39.6% | $1,945+811.3% |