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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 | $48,778 | $35,183+38.6% | $73,550-33.7% | $70,126-30.4% |
| Participation rate | 31.7% | 42.9%-11.2pp | 54.9%-23.2pp | 69.5%-37.8pp |
| Annual return | 8.63% | 26.90%-18.3pp | -15.16%+23.8pp | 73.15%-64.5pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,608 | $1,220+31.8% | $1,804-10.9% | $3,332-51.7% |
| Admin fee / account holder | $5,619 | $2,302+144.1% | $2,320+142.2% | $4,645+21.0% |