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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 | $57,720 | $101,539-43.2% | $147,041-60.7% | $74,400-22.4% |
| Participation rate | 53.6% | 75.5%-22.0pp | 82.2%-28.6pp | 67.2%-13.6pp |
| Annual return | 12.31% | 8740.84%-8728.5pp | 419.21%-406.9pp | 1367.51%-1355.2pp |
| Employer contribution / active EE | $279 | $3,811-92.7% | $4,935-94.4% | $2,624-89.4% |
| Participant deferral / active EE | $3,238 | $7,304-55.7% | $8,071-59.9% | $4,348-25.5% |
| Admin fee / account holder | $3,161 | $1,749+80.7% | $13,006-75.7% | $1,944+62.6% |