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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 | $51,496 | $84,236-38.9% | $170,435-69.8% | $70,126-26.6% |
| Participation rate | 19.4% | 70.8%-51.5pp | 83.6%-64.2pp | 69.5%-50.2pp |
| Annual return | 10.50% | 23.06%-12.6pp | 205.94%-195.4pp | 73.15%-62.6pp |
| Employer contribution / active EE | $247 | $3,387-92.7% | $5,432-95.5% | $2,343-89.5% |
| Participant deferral / active EE | $987 | $3,086-68.0% | $4,939-80.0% | $3,332-70.4% |
| Admin fee / account holder | $2,885 | $5,698-49.4% | $13,881-79.2% | $4,645-37.9% |