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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 | $51,975 | $57,312-9.3% | $86,617-40.0% | $75,181-30.9% |
| Participation rate | 57.1% | 63.2%-6.1pp | 71.7%-14.6pp | 67.2%-10.1pp |
| Annual return | 12.27% | 2672.78%-2660.5pp | 591.91%-579.6pp | 160.69%-148.4pp |
| Employer contribution / active EE | $236 | $2,315-89.8% | $3,023-92.2% | $2,671-91.2% |
| Participant deferral / active EE | $963 | $3,319-71.0% | $4,437-78.3% | $4,126-76.7% |
| Admin fee / account holder | $9,411 | $4,114+128.8% | $5,613+67.7% | $5,650+66.6% |