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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 | $44,409 | $63,346-29.9% | $92,239-51.9% | $70,124-36.7% |
| Participation rate | 58.3% | 68.7%-10.3pp | 76.5%-18.1pp | 69.5%-11.2pp |
| Annual return | 10.64% | 530.19%-519.6pp | 176.29%-165.7pp | 73.14%-62.5pp |
| Employer contribution / active EE | $103 | $2,471-95.8% | $3,680-97.2% | $2,342-95.6% |
| Participant deferral / active EE | $1,433 | $2,854-49.8% | $3,897-63.2% | $3,332-57.0% |
| Admin fee / account holder | $15,268 | $3,841+297.5% | $5,194+194.0% | $4,645+228.7% |