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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 | $61,515 | $85,766-28.3% | $136,298-54.9% | $70,126-12.3% |
| Participation rate | 55.9% | 74.2%-18.3pp | 81.9%-26.0pp | 69.5%-13.7pp |
| Annual return | 8.81% | 31.46%-22.6pp | 5156.27%-5147.5pp | 73.15%-64.3pp |
| Employer contribution / active EE | $277 | $2,966-90.7% | $4,696-94.1% | $2,343-88.2% |
| Participant deferral / active EE | $2,773 | $5,051-45.1% | $6,247-55.6% | $3,332-16.8% |
| Admin fee / account holder | $19,103 | $5,421+252.4% | $9,244+106.7% | $4,645+311.2% |