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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 | $43,793 | $63,346-30.9% | $92,240-52.5% | $70,126-37.6% |
| Participation rate | 15.1% | 68.7%-53.6pp | 76.5%-61.4pp | 69.5%-54.4pp |
| Annual return | 10.18% | 530.19%-520.0pp | 176.29%-166.1pp | 73.15%-63.0pp |
| Employer contribution / active EE | $244 | $2,471-90.1% | $3,680-93.4% | $2,343-89.6% |
| Participant deferral / active EE | $1,606 | $2,854-43.7% | $3,897-58.8% | $3,332-51.8% |
| Admin fee / account holder | $560 | $3,841-85.4% | $5,194-89.2% | $4,645-88.0% |