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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 | $46,783 | $65,566-28.6% | $86,235-45.7% | $75,177-37.8% |
| Participation rate | 26.2% | 60.5%-34.3pp | 69.0%-42.8pp | 67.2%-41.1pp |
| Annual return | 11.24% | 46.07%-34.8pp | 1170.03%-1158.8pp | 160.75%-149.5pp |
| Employer contribution / active EE | $292 | $1,553-81.2% | $2,381-87.7% | $2,671-89.1% |
| Participant deferral / active EE | $2,384 | $3,023-21.1% | $3,987-40.2% | $4,126-42.2% |
| Admin fee / account holder | $8,987 | $5,470+64.3% | $6,856+31.1% | $5,651+59.0% |