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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 | $47,522 | $63,346-25.0% | $92,240-48.5% | $70,126-32.2% |
| Participation rate | 29.3% | 68.7%-39.3pp | 76.5%-47.1pp | 69.5%-40.2pp |
| Annual return | 11.27% | 530.19%-518.9pp | 176.29%-165.0pp | 73.15%-61.9pp |
| Employer contribution / active EE | $333 | $2,471-86.5% | $3,680-90.9% | $2,343-85.8% |
| Participant deferral / active EE | $1,456 | $2,854-49.0% | $3,897-62.6% | $3,332-56.3% |
| Admin fee / account holder | $3,169 | $3,841-17.5% | $5,194-39.0% | $4,645-31.8% |