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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 | $53,443 | $63,346-15.6% | $92,240-42.1% | $70,126-23.8% |
| Participation rate | 41.4% | 68.7%-27.3pp | 76.5%-35.1pp | 69.5%-28.2pp |
| Annual return | 10.36% | 530.19%-519.8pp | 176.29%-165.9pp | 73.15%-62.8pp |
| Employer contribution / active EE | $163 | $2,471-93.4% | $3,680-95.6% | $2,343-93.1% |
| Participant deferral / active EE | $1,627 | $2,854-43.0% | $3,897-58.2% | $3,332-51.2% |
| Admin fee / account holder | $10,729 | $3,841+179.4% | $5,194+106.6% | $4,645+131.0% |