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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 | $60,220 | $88,672-32.1% | $105,223-42.8% | $82,448-27.0% |
| Participation rate | 58.2% | 67.9%-9.7pp | 75.0%-16.8pp | 68.1%-9.8pp |
| Annual return | 9.27% | 30.86%-21.6pp | 180.65%-171.4pp | 41.64%-32.4pp |
| Employer contribution / active EE | $782 | $3,048-74.3% | $3,689-78.8% | $2,551-69.3% |
| Participant deferral / active EE | $2,968 | $4,036-26.5% | $5,072-41.5% | $4,139-28.3% |
| Admin fee / account holder | $19,852 | $7,146+177.8% | $8,859+124.1% | $7,234+174.4% |