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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 | $46,063 | $70,366-34.5% | $66,674-30.9% | $138,895-66.8% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.7%-33.7pp | 79.9%-39.9pp |
| Annual return | 9.18% | 386.41%-377.2pp | 321.24%-312.1pp | 145.39%-136.2pp |
| Employer contribution / active EE | $349 | $2,765-87.4% | $2,620-86.7% | $4,194-91.7% |
| Participant deferral / active EE | $1,125 | $4,374-74.3% | $4,084-72.5% | $6,396-82.4% |
| Admin fee / account holder | $43,018 | $5,262+717.5% | $5,098+743.8% | $12,562+242.4% |