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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 | $43,523 | $183,627-76.3% | $155,602-72.0% | $145,978-70.2% |
| Participation rate | 30.8% | 82.7%-51.9pp | 78.2%-47.4pp | 80.3%-49.5pp |
| Annual return | 6.49% | 61.32%-54.8pp | 64.81%-58.3pp | 550.52%-544.0pp |
| Employer contribution / active EE | $1,022 | $5,316-80.8% | $4,675-78.1% | $4,662-78.1% |
| Participant deferral / active EE | $1,977 | $6,466-69.4% | $5,629-64.9% | $6,690-70.4% |
| Admin fee / account holder | $50,388 | $19,327+160.7% | $15,923+216.4% | $13,400+276.0% |