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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 | $45,851 | $84,236-45.6% | $170,435-73.1% | $70,126-34.6% |
| Participation rate | 48.4% | 70.8%-22.4pp | 83.6%-35.2pp | 69.5%-21.2pp |
| Annual return | 11.70% | 23.06%-11.4pp | 205.94%-194.2pp | 73.15%-61.4pp |
| Employer contribution / active EE | $260 | $3,387-92.3% | $5,432-95.2% | $2,343-88.9% |
| Participant deferral / active EE | $1,351 | $3,086-56.2% | $4,939-72.6% | $3,332-59.4% |
| Admin fee / account holder | $10,299 | $5,698+80.7% | $13,881-25.8% | $4,645+121.7% |