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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 | $49,145 | $49,976-1.7% | $66,674-26.3% | $82,637-40.5% |
| Participation rate | 45.9% | 63.1%-17.1pp | 73.7%-27.7pp | 68.1%-22.1pp |
| Annual return | 11.59% | 39.09%-27.5pp | 321.24%-309.7pp | 53.51%-41.9pp |
| Employer contribution / active EE | $240 | $1,988-87.9% | $2,620-90.8% | $2,552-90.6% |
| Participant deferral / active EE | $1,795 | $2,847-36.9% | $4,084-56.0% | $4,126-56.5% |
| Admin fee / account holder | $17,628 | $4,594+283.8% | $5,098+245.8% | $7,339+140.2% |