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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 | $45,861 | $78,423-41.5% | $95,964-52.2% | $79,856-42.6% |
| Participation rate | 53.5% | 73.5%-20.0pp | 77.1%-23.6pp | 69.6%-16.2pp |
| Annual return | 3.03% | 19.37%-16.3pp | 91.64%-88.6pp | 31.71%-28.7pp |
| Employer contribution / active EE | $271 | $1,945-86.1% | $2,541-89.3% | $2,471-89.0% |
| Participant deferral / active EE | $2,256 | $3,440-34.4% | $4,167-45.9% | $3,741-39.7% |
| Admin fee / account holder | $32,476 | $5,622+477.7% | $6,797+377.8% | $5,306+512.0% |