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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 | $96,731-36.4% | $123,973-50.4% | $86,983-29.3% |
| Participation rate | 46.6% | 70.0%-23.4pp | 76.7%-30.1pp | 69.5%-23.0pp |
| Annual return | 8.34% | 17.33%-9.0pp | 388.13%-379.8pp | 25.83%-17.5pp |
| Employer contribution / active EE | $595 | $3,297-81.9% | $4,126-85.6% | $2,584-77.0% |
| Participant deferral / active EE | $2,590 | $4,152-37.6% | $5,247-50.6% | $4,194-38.2% |
| Admin fee / account holder | $17,192 | $8,722+97.1% | $11,799+45.7% | $7,856+118.8% |