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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 | $55,629 | $115,810-52.0% | $101,271-45.1% | $158,966-65.0% |
| Participation rate | 46.7% | 79.4%-32.7pp | 75.8%-29.1pp | 82.0%-35.3pp |
| Annual return | 5.63% | 56.15%-50.5pp | 46.48%-40.8pp | 302.95%-297.3pp |
| Employer contribution / active EE | $577 | $4,175-86.2% | $3,660-84.2% | $4,762-87.9% |
| Participant deferral / active EE | $1,771 | $4,958-64.3% | $4,371-59.5% | $5,983-70.4% |
| Admin fee / account holder | $41,232 | $7,248+468.9% | $5,948+593.3% | $11,250+266.5% |