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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 | $46,979 | $89,259-47.4% | $107,187-56.2% | $82,637-43.2% |
| Participation rate | 50.0% | 67.9%-17.9pp | 75.0%-25.0pp | 68.1%-18.1pp |
| Annual return | 11.29% | 21.02%-9.7pp | 204.55%-193.3pp | 53.51%-42.2pp |
| Employer contribution / active EE | $216 | $3,080-93.0% | $3,782-94.3% | $2,552-91.6% |
| Participant deferral / active EE | $2,102 | $4,037-47.9% | $5,096-58.8% | $4,126-49.1% |
| Admin fee / account holder | $947 | $7,381-87.2% | $9,162-89.7% | $7,339-87.1% |