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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 | $52,295 | $61,391-14.8% | $149,723-65.1% | $71,529-26.9% |
| Participation rate | 21.7% | 62.5%-40.8pp | 78.8%-57.0pp | 67.9%-46.2pp |
| Annual return | 12.44% | 35.88%-23.4pp | 134.50%-122.1pp | 28.97%-16.5pp |
| Employer contribution / active EE | $47 | $2,384-98.0% | $4,821-99.0% | $2,590-98.2% |
| Participant deferral / active EE | $1,634 | $2,921-44.1% | $5,682-71.2% | $4,291-61.9% |
| Admin fee / account holder | $13,594 | $1,264+975.3% | $13,215+2.9% | $1,588+755.8% |