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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 | $46,595 | $117,829-60.5% | $102,423-54.5% | $145,877-68.1% |
| Participation rate | 12.5% | 78.6%-66.1pp | 76.5%-64.0pp | 80.3%-67.8pp |
| Annual return | 0.49% | 31.83%-31.3pp | 29.42%-28.9pp | 551.28%-550.8pp |
| Employer contribution / active EE | $435 | $3,615-88.0% | $3,023-85.6% | $4,663-90.7% |
| Participant deferral / active EE | $2,307 | $5,732-59.8% | $5,054-54.4% | $6,691-65.5% |
| Admin fee / account holder | $4,230 | $13,335-68.3% | $9,455-55.3% | $13,402-68.4% |