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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 | $50,309 | $63,346-20.6% | $92,240-45.5% | $70,126-28.3% |
| Participation rate | 67.2% | 68.7%-1.4pp | 76.5%-9.2pp | 69.5%-2.3pp |
| Annual return | 8.52% | 530.19%-521.7pp | 176.29%-167.8pp | 73.15%-64.6pp |
| Employer contribution / active EE | $15 | $2,471-99.4% | $3,680-99.6% | $2,343-99.4% |
| Participant deferral / active EE | $4,812 | $2,854+68.6% | $3,897+23.5% | $3,332+44.4% |
| Admin fee / account holder | $11,394 | $3,841+196.7% | $5,194+119.4% | $4,645+145.3% |