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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 | $56,548 | $102,429-44.8% | $147,096-61.6% | $80,925-30.1% |
| Participation rate | 69.6% | 75.9%-6.3pp | 82.2%-12.6pp | 67.7%+1.9pp |
| Annual return | 7.54% | 135.02%-127.5pp | 419.75%-412.2pp | 35.65%-28.1pp |
| Employer contribution / active EE | $804 | $3,716-78.4% | $4,936-83.7% | $2,756-70.8% |
| Participant deferral / active EE | $4,099 | $6,649-38.3% | $8,071-49.2% | $4,299-4.6% |
| Admin fee / account holder | $4,240 | $7,957-46.7% | $13,005-67.4% | $6,940-38.9% |