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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 | $48,574 | $45,343+7.1% | $150,298-67.7% | $67,986-28.6% |
| Participation rate | 15.3% | 51.9%-36.6pp | 77.8%-62.5pp | 57.2%-41.9pp |
| Annual return | 11.35% | 33.28%-21.9pp | 62.79%-51.4pp | 31.67%-20.3pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $585 | $2,055-71.5% | $5,453-89.3% | $3,358-82.6% |
| Admin fee / account holder | $15,194 | $2,250+575.3% | $14,116+7.6% | $3,203+374.3% |