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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 | $47,019 | $65,395-28.1% | $182,531-74.2% | $72,983-35.6% |
| Participation rate | 37.8% | 65.4%-27.7pp | 78.0%-40.2pp | 69.5%-31.7pp |
| Annual return | 13.63% | 27.68%-14.1pp | 148.57%-134.9pp | 81.01%-67.4pp |
| Employer contribution / active EE | $307 | $1,911-84.0% | $4,075-92.5% | $2,440-87.4% |
| Participant deferral / active EE | $2,084 | $3,563-41.5% | $5,525-62.3% | $3,608-42.2% |
| Admin fee / account holder | $27,606 | $4,245+550.4% | $8,593+221.3% | $5,124+438.7% |