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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 | $47,447 | $55,437-14.4% | $155,534-69.5% | $74,459-36.3% |
| Participation rate | 18.9% | 61.9%-43.0pp | 78.2%-59.4pp | 67.2%-48.4pp |
| Annual return | 9.80% | 269.58%-259.8pp | 64.92%-55.1pp | 1369.70%-1359.9pp |
| Employer contribution / active EE | $120 | $2,266-94.7% | $4,675-97.4% | $2,626-95.4% |
| Participant deferral / active EE | $864 | $2,837-69.5% | $5,630-84.7% | $4,350-80.1% |
| Admin fee / account holder | $4,048 | $1,742+132.4% | $15,900-74.5% | $1,945+108.2% |