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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 | $47,008 | $61,356-23.4% | $149,696-68.6% | $71,511-34.3% |
| Participation rate | 21.5% | 62.5%-41.0pp | 78.8%-57.3pp | 67.9%-46.4pp |
| Annual return | 11.62% | 35.86%-24.2pp | 134.46%-122.8pp | 28.86%-17.2pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $4,821-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,182 | $2,920-59.5% | $5,682-79.2% | $4,291-72.5% |
| Admin fee / account holder | $4,521 | $1,263+257.9% | $13,212-65.8% | $1,588+184.6% |