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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 | $50,020 | $115,810-56.8% | $101,271-50.6% | $158,966-68.5% |
| Participation rate | 61.9% | 79.4%-17.5pp | 75.8%-13.9pp | 82.0%-20.1pp |
| Annual return | 3.67% | 56.15%-52.5pp | 46.48%-42.8pp | 302.95%-299.3pp |
| Employer contribution / active EE | $69 | $4,175-98.3% | $3,660-98.1% | $4,762-98.5% |
| Participant deferral / active EE | $2,361 | $4,958-52.4% | $4,371-46.0% | $5,983-60.5% |
| Admin fee / account holder | $25,665 | $7,248+254.1% | $5,948+331.5% | $11,250+128.1% |