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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 | $49,842 | $69,252-28.0% | $64,099-22.2% | $139,456-64.3% |
| Participation rate | 33.3% | 75.6%-42.3pp | 72.3%-39.0pp | 80.3%-47.0pp |
| Annual return | 6.36% | 45.89%-39.5pp | 33.70%-27.3pp | 373.45%-367.1pp |
| Employer contribution / active EE | $311 | $3,184-90.2% | $2,748-88.7% | $4,753-93.5% |
| Participant deferral / active EE | $1,048 | $4,683-77.6% | $3,881-73.0% | $6,711-84.4% |
| Admin fee / account holder | $1,199 | $4,248-71.8% | $3,070-61.0% | $11,407-89.5% |