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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 | $57,367 | $88,672-35.3% | $105,223-45.5% | $82,448-30.4% |
| Participation rate | 44.8% | 67.9%-23.1pp | 75.0%-30.2pp | 68.1%-23.2pp |
| Annual return | 11.26% | 30.86%-19.6pp | 180.65%-169.4pp | 41.64%-30.4pp |
| Employer contribution / active EE | $449 | $3,048-85.3% | $3,689-87.8% | $2,551-82.4% |
| Participant deferral / active EE | $2,339 | $4,036-42.0% | $5,072-53.9% | $4,139-43.5% |
| Admin fee / account holder | $20,195 | $7,146+182.6% | $8,859+128.0% | $7,234+179.2% |