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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 | $63,222 | $102,422-38.3% | $147,117-57.0% | $80,959-21.9% |
| Participation rate | 62.1% | 75.9%-13.8pp | 82.2%-20.1pp | 67.7%-5.6pp |
| Annual return | 10.69% | 135.16%-124.5pp | 420.54%-409.9pp | 35.67%-25.0pp |
| Employer contribution / active EE | $343 | $3,717-90.8% | $4,932-93.1% | $2,757-87.6% |
| Participant deferral / active EE | $2,742 | $6,652-58.8% | $8,065-66.0% | $4,300-36.2% |
| Admin fee / account holder | $15,410 | $7,953+93.8% | $12,993+18.6% | $6,925+122.5% |