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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 | $47,966 | $79,449-39.6% | $189,575-74.7% | $85,847-44.1% |
| Participation rate | 50.0% | 66.0%-16.0pp | 78.4%-28.4pp | 69.3%-19.3pp |
| Annual return | 10.86% | 18.45%-7.6pp | 64.19%-53.3pp | 318.61%-307.7pp |
| Employer contribution / active EE | $125 | $2,081-94.0% | $4,412-97.2% | $2,565-95.1% |
| Participant deferral / active EE | $1,475 | $4,051-63.6% | $6,174-76.1% | $3,952-62.7% |
| Admin fee / account holder | $13,088 | $5,377+143.4% | $9,806+33.5% | $6,261+109.1% |