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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 | $47,147 | $93,346-49.5% | $71,796-34.3% | $273,972-82.8% |
| Participation rate | 36.8% | 76.5%-39.7pp | 69.1%-32.3pp | 83.0%-46.2pp |
| Annual return | 0.44% | 130.39%-129.9pp | 78.04%-77.6pp | 41.46%-41.0pp |
| Employer contribution / active EE | $210 | $2,733-92.3% | $1,924-89.1% | $4,869-95.7% |
| Participant deferral / active EE | $1,040 | $3,475-70.1% | $2,794-62.8% | $5,287-80.3% |
| Admin fee / account holder | $379 | $6,571-94.2% | $4,815-92.1% | $10,133-96.3% |