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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 | $48,031 | $63,346-24.2% | $92,239-47.9% | $70,124-31.5% |
| Participation rate | 44.8% | 68.7%-23.8pp | 76.5%-31.7pp | 69.5%-24.7pp |
| Annual return | 4.36% | 530.19%-525.8pp | 176.29%-171.9pp | 73.14%-68.8pp |
| Employer contribution / active EE | $295 | $2,471-88.1% | $3,680-92.0% | $2,342-87.4% |
| Participant deferral / active EE | $2,260 | $2,854-20.8% | $3,897-42.0% | $3,332-32.2% |
| Admin fee / account holder | $13,882 | $3,841+261.4% | $5,194+167.3% | $4,645+198.8% |