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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 | $88,137-19.3% | $164,975-56.9% | $74,429-4.4% |
| Participation rate | 55.2% | 73.1%-17.9pp | 78.6%-23.4pp | 67.2%-12.0pp |
| Annual return | 11.12% | 17.13%-6.0pp | 70.12%-59.0pp | 1368.38%-1357.3pp |
| Employer contribution / active EE | $558 | $2,597-78.5% | $4,343-87.1% | $2,625-78.7% |
| Participant deferral / active EE | $4,542 | $4,501+0.9% | $6,033-24.7% | $4,348+4.5% |
| Admin fee / account holder | $17,723 | $2,231+694.2% | $12,688+39.7% | $1,944+811.5% |