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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 | $52,056 | $102,429-49.2% | $147,096-64.6% | $80,925-35.7% |
| Participation rate | 52.7% | 75.9%-23.1pp | 82.2%-29.5pp | 67.7%-14.9pp |
| Annual return | 10.47% | 135.02%-124.5pp | 419.75%-409.3pp | 35.65%-25.2pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,973 | $6,649-55.3% | $8,071-63.2% | $4,299-30.8% |
| Admin fee / account holder | $10,363 | $7,957+30.2% | $13,005-20.3% | $6,940+49.3% |