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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 | $63,342-20.6% | $92,236-45.5% | $70,131-28.3% |
| Participation rate | 67.2% | 68.7%-1.4pp | 76.5%-9.2pp | 69.5%-2.3pp |
| Annual return | 8.52% | 530.15%-521.6pp | 176.29%-167.8pp | 73.14%-64.6pp |
| Employer contribution / active EE | $15 | $2,471-99.4% | $3,679-99.6% | $2,342-99.4% |
| Participant deferral / active EE | $4,812 | $2,854+68.6% | $3,897+23.5% | $3,332+44.4% |
| Admin fee / account holder | $11,394 | $3,840+196.7% | $5,194+119.4% | $4,645+145.3% |