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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 | $47,260 | $64,920-27.2% | $103,693-54.4% | $86,983-45.7% |
| Participation rate | 51.4% | 63.6%-12.2pp | 72.6%-21.3pp | 69.5%-18.2pp |
| Annual return | 11.67% | 30.29%-18.6pp | 47.61%-35.9pp | 25.83%-14.2pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,404 | $3,241-56.7% | $4,579-69.3% | $4,194-66.5% |
| Admin fee / account holder | $3,997 | $6,191-35.4% | $7,858-49.1% | $7,856-49.1% |