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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 | $47,155 | $227,399-79.3% | $189,758-75.2% | $198,609-76.3% |
| Participation rate | 42.9% | 84.0%-41.1pp | 79.8%-36.9pp | 82.4%-39.5pp |
| Annual return | 3.53% | 61.03%-57.5pp | 52.62%-49.1pp | 202.70%-199.2pp |
| Employer contribution / active EE | $1,249 | $5,526-77.4% | $4,767-73.8% | $5,055-75.3% |
| Participant deferral / active EE | $4,752 | $6,837-30.5% | $5,856-18.9% | $6,977-31.9% |
| Admin fee / account holder | $94,271 | $25,162+274.6% | $20,388+362.4% | $19,030+395.4% |