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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 | $49,916 | $101,672-50.9% | $147,117-66.1% | $74,478-33.0% |
| Participation rate | 46.8% | 75.5%-28.7pp | 82.2%-35.3pp | 67.2%-20.4pp |
| Annual return | 10.17% | 8757.83%-8747.7pp | 420.54%-410.4pp | 1370.56%-1360.4pp |
| Employer contribution / active EE | $238 | $3,813-93.8% | $4,932-95.2% | $2,626-90.9% |
| Participant deferral / active EE | $4,261 | $7,305-41.7% | $8,065-47.2% | $4,350-2.0% |
| Admin fee / account holder | $8,414 | $1,753+379.9% | $12,993-35.2% | $1,946+332.4% |