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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 | $54,887 | $102,422-46.4% | $147,117-62.7% | $80,959-32.2% |
| Participation rate | 64.3% | 75.9%-11.6pp | 82.2%-17.9pp | 67.7%-3.4pp |
| Annual return | 9.27% | 135.16%-125.9pp | 420.54%-411.3pp | 35.67%-26.4pp |
| Employer contribution / active EE | $379 | $3,717-89.8% | $4,932-92.3% | $2,757-86.3% |
| Participant deferral / active EE | $3,227 | $6,652-51.5% | $8,065-60.0% | $4,300-25.0% |
| Admin fee / account holder | $2,447 | $7,953-69.2% | $12,993-81.2% | $6,925-64.7% |