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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 | $53,439 | $76,407-30.1% | $150,298-64.4% | $82,448-35.2% |
| Participation rate | 58.0% | 66.4%-8.4pp | 77.8%-19.8pp | 68.1%-10.1pp |
| Annual return | 7.10% | 39.99%-32.9pp | 62.79%-55.7pp | 41.64%-34.5pp |
| Employer contribution / active EE | $2 | $2,614-99.9% | $4,154-99.9% | $2,551-99.9% |
| Participant deferral / active EE | $2,752 | $3,214-14.4% | $5,453-49.5% | $4,139-33.5% |
| Admin fee / account holder | $39,607 | $6,352+523.5% | $14,116+180.6% | $7,234+447.5% |