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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 | $44,394 | $90,614-51.0% | $76,089-41.7% | $145,877-69.6% |
| Participation rate | 64.7% | 74.5%-9.8pp | 69.1%-4.4pp | 80.3%-15.6pp |
| Annual return | 6.54% | 623.80%-617.3pp | 360.94%-354.4pp | 551.28%-544.7pp |
| Employer contribution / active EE | $248 | $3,324-92.6% | $2,690-90.8% | $4,663-94.7% |
| Participant deferral / active EE | $1,181 | $5,168-77.1% | $4,259-72.3% | $6,691-82.3% |
| Admin fee / account holder | $17,317 | $8,376+106.7% | $6,418+169.8% | $13,402+29.2% |