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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 | $47,197 | $88,672-46.8% | $105,223-55.1% | $82,448-42.8% |
| Participation rate | 33.3% | 67.9%-34.6pp | 75.0%-41.7pp | 68.1%-34.7pp |
| Annual return | 11.58% | 30.86%-19.3pp | 180.65%-169.1pp | 41.64%-30.1pp |
| Employer contribution / active EE | $366 | $3,048-88.0% | $3,689-90.1% | $2,551-85.6% |
| Participant deferral / active EE | $2,658 | $4,036-34.2% | $5,072-47.6% | $4,139-35.8% |
| Admin fee / account holder | $31,381 | $7,146+339.1% | $8,859+254.2% | $7,234+333.8% |