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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 | $51,833 | $93,345-44.5% | $119,126-56.5% | $87,485-40.8% |
| Participation rate | 53.6% | 68.7%-15.1pp | 75.8%-22.2pp | 68.9%-15.3pp |
| Annual return | 7.43% | 19.08%-11.6pp | 282.11%-274.7pp | 26.06%-18.6pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,045 | $4,099-50.1% | $5,318-61.5% | $4,274-52.1% |
| Admin fee / account holder | $11,215 | $8,039+39.5% | $10,693+4.9% | $7,775+44.2% |