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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 | $46,024 | $110,379-58.3% | $102,412-55.1% | $145,884-68.5% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 4.12% | 24.84%-20.7pp | 24.94%-20.8pp | 551.85%-547.7pp |
| Employer contribution / active EE | $645 | $4,216-84.7% | $3,870-83.3% | $4,662-86.2% |
| Participant deferral / active EE | $2,450 | $5,622-56.4% | $5,060-51.6% | $6,690-63.4% |
| Admin fee / account holder | $410 | $9,745-95.8% | $8,388-95.1% | $13,392-96.9% |