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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 | $49,751 | $45,343+9.7% | $150,298-66.9% | $67,986-26.8% |
| Participation rate | 48.9% | 51.9%-2.9pp | 77.8%-28.8pp | 57.2%-8.3pp |
| Annual return | 11.24% | 33.28%-22.0pp | 62.79%-51.5pp | 31.67%-20.4pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,254 | $2,055-39.0% | $5,453-77.0% | $3,358-62.7% |
| Admin fee / account holder | $20,227 | $2,250+799.0% | $14,116+43.3% | $3,203+531.5% |