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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 | $57,940 | $111,785-48.2% | $93,669-38.1% | $145,877-60.3% |
| Participation rate | 25.0% | 74.2%-49.2pp | 68.7%-43.7pp | 80.3%-55.3pp |
| Annual return | 7.54% | 203.79%-196.2pp | 133.59%-126.1pp | 551.28%-543.7pp |
| Employer contribution / active EE | $150 | $3,096-95.2% | $2,424-93.8% | $4,663-96.8% |
| Participant deferral / active EE | $2,750 | $4,919-44.1% | $4,416-37.7% | $6,691-58.9% |
| Admin fee / account holder | $12,093 | $10,256+17.9% | $8,291+45.9% | $13,402-9.8% |