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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 | $47,275 | $51,184-7.6% | $66,439-28.8% | $86,983-45.7% |
| Participation rate | 54.8% | 68.5%-13.6pp | 74.5%-19.7pp | 69.5%-14.7pp |
| Annual return | 8.88% | 17.07%-8.2pp | 757.66%-748.8pp | 25.83%-17.0pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,699 | $2,927-7.8% | $3,876-30.4% | $4,194-35.6% |
| Admin fee / account holder | $14,614 | $4,154+251.8% | $6,173+136.7% | $7,856+86.0% |