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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 | $48,301 | $77,638-37.8% | $156,551-69.1% | $62,881-23.2% |
| Participation rate | 30.8% | 71.2%-40.4pp | 84.0%-53.2pp | 69.3%-38.5pp |
| Annual return | 4.32% | 50.33%-46.0pp | 32.23%-27.9pp | 20.14%-15.8pp |
| Employer contribution / active EE | $99 | $3,444-97.1% | $5,501-98.2% | $2,281-95.6% |
| Participant deferral / active EE | $962 | $3,046-68.4% | $4,871-80.3% | $3,203-70.0% |
| Admin fee / account holder | $4,226 | $5,561-24.0% | $13,028-67.6% | $4,296-1.6% |