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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 | $48,778 | $80,992-39.8% | $96,534-49.5% | $75,173-35.1% |
| Participation rate | 46.2% | 71.8%-25.6pp | 76.0%-29.8pp | 67.2%-21.0pp |
| Annual return | 5.86% | 27.05%-21.2pp | 25.88%-20.0pp | 160.72%-154.9pp |
| Employer contribution / active EE | $331 | $2,283-85.5% | $2,965-88.8% | $2,671-87.6% |
| Participant deferral / active EE | $1,979 | $3,929-49.6% | $4,851-59.2% | $4,126-52.0% |
| Admin fee / account holder | $34,383 | $6,717+411.9% | $8,253+316.6% | $5,651+508.5% |