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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 | $46,643 | $70,684-34.0% | $169,397-72.5% | $75,177-38.0% |
| Participation rate | 48.0% | 64.8%-16.8pp | 77.2%-29.2pp | 67.2%-19.2pp |
| Annual return | 12.20% | 36.38%-24.2pp | 406.23%-394.0pp | 160.75%-148.5pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,527 | $4,310-64.6% | $6,223-75.5% | $4,126-63.0% |
| Admin fee / account holder | $17,915 | $5,404+231.5% | $9,017+98.7% | $5,651+217.0% |