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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 | $49,454 | $49,976-1.0% | $66,674-25.8% | $82,637-40.2% |
| Participation rate | 48.3% | 63.1%-14.8pp | 73.7%-25.4pp | 68.1%-19.8pp |
| Annual return | 10.04% | 39.09%-29.1pp | 321.24%-311.2pp | 53.51%-43.5pp |
| Employer contribution / active EE | $190 | $1,988-90.5% | $2,620-92.8% | $2,552-92.6% |
| Participant deferral / active EE | $750 | $2,847-73.6% | $4,084-81.6% | $4,126-81.8% |
| Admin fee / account holder | $982 | $4,594-78.6% | $5,098-80.7% | $7,339-86.6% |