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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 | $49,916 | $101,591-50.9% | $147,096-66.1% | $74,429-32.9% |
| Participation rate | 46.8% | 75.5%-28.7pp | 82.2%-35.3pp | 67.2%-20.4pp |
| Annual return | 10.17% | 8746.45%-8736.3pp | 419.75%-409.6pp | 1368.38%-1358.2pp |
| Employer contribution / active EE | $238 | $3,813-93.8% | $4,936-95.2% | $2,625-90.9% |
| Participant deferral / active EE | $4,261 | $7,302-41.6% | $8,071-47.2% | $4,348-2.0% |
| Admin fee / account holder | $8,414 | $1,750+380.8% | $13,005-35.3% | $1,944+332.7% |