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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 | $61,511 | $93,345-34.1% | $119,126-48.4% | $87,485-29.7% |
| Participation rate | 46.6% | 68.7%-22.2pp | 75.8%-29.2pp | 68.9%-22.4pp |
| Annual return | 8.34% | 19.08%-10.7pp | 282.11%-273.8pp | 26.06%-17.7pp |
| Employer contribution / active EE | $595 | $3,172-81.2% | $4,034-85.2% | $2,596-77.1% |
| Participant deferral / active EE | $2,590 | $4,099-36.8% | $5,318-51.3% | $4,274-39.4% |
| Admin fee / account holder | $17,192 | $8,039+113.9% | $10,693+60.8% | $7,775+121.1% |