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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 | $53,567 | $65,367-18.1% | $92,915-42.3% | $72,976-26.6% |
| Participation rate | 42.4% | 68.3%-25.9pp | 76.0%-33.6pp | 69.5%-27.1pp |
| Annual return | 11.61% | 42.11%-30.5pp | 109.45%-97.8pp | 81.02%-69.4pp |
| Employer contribution / active EE | $561 | $2,594-78.4% | $3,653-84.7% | $2,440-77.0% |
| Participant deferral / active EE | $1,869 | $3,128-40.3% | $4,238-55.9% | $3,608-48.2% |
| Admin fee / account holder | $17,851 | $4,251+319.9% | $5,796+208.0% | $5,124+248.4% |