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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 | $101,653-43.2% | $147,080-60.8% | $74,459-22.5% |
| Participation rate | 53.6% | 75.6%-22.0pp | 82.2%-28.6pp | 67.2%-13.7pp |
| Annual return | 12.31% | 8754.98%-8742.7pp | 420.17%-407.9pp | 1369.70%-1357.4pp |
| Employer contribution / active EE | $279 | $3,813-92.7% | $4,933-94.3% | $2,626-89.4% |
| Participant deferral / active EE | $3,238 | $7,304-55.7% | $8,066-59.9% | $4,350-25.6% |
| Admin fee / account holder | $3,161 | $1,752+80.5% | $12,989-75.7% | $1,945+62.5% |