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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 | $60,534 | $111,301-45.6% | $112,977-46.4% | $158,982-61.9% |
| Participation rate | 53.8% | 83.5%-29.7pp | 82.6%-28.7pp | 82.0%-28.1pp |
| Annual return | 7.00% | 26.40%-19.4pp | 24.24%-17.2pp | 302.99%-296.0pp |
| Employer contribution / active EE | $152 | $4,471-96.6% | $4,255-96.4% | $4,763-96.8% |
| Participant deferral / active EE | $2,513 | $5,880-57.3% | $5,836-56.9% | $5,983-58.0% |
| Admin fee / account holder | $60,385 | $8,392+619.6% | $6,294+859.4% | $11,252+436.7% |