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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 | $66,888 | $101,653-34.2% | $147,080-54.5% | $74,459-10.2% |
| Participation rate | 49.6% | 75.6%-25.9pp | 82.2%-32.6pp | 67.2%-17.6pp |
| Annual return | 8.59% | 8754.98%-8746.4pp | 420.17%-411.6pp | 1369.70%-1361.1pp |
| Employer contribution / active EE | $496 | $3,813-87.0% | $4,933-89.9% | $2,626-81.1% |
| Participant deferral / active EE | $5,869 | $7,304-19.6% | $8,066-27.2% | $4,350+34.9% |
| Admin fee / account holder | $4,453 | $1,752+154.2% | $12,989-65.7% | $1,945+128.9% |