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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 | $46,816 | $72,177-35.1% | $115,038-59.3% | $59,633-21.5% |
| Participation rate | 69.8% | 72.6%-2.8pp | 81.4%-11.6pp | 68.7%+1.1pp |
| Annual return | -6.05% | 12.02%-18.1pp | 26.14%-32.2pp | 2041.45%-2047.5pp |
| Employer contribution / active EE | $65 | $2,841-97.7% | $4,608-98.6% | $2,203-97.0% |
| Participant deferral / active EE | $9,964 | $4,783+108.3% | $6,026+65.3% | $3,192+212.2% |
| Admin fee / account holder | $8,430 | $4,927+71.1% | $8,175+3.1% | $4,297+96.2% |