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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 | $49,232 | $81,358-39.5% | $155,556-68.4% | $80,959-39.2% |
| Participation rate | 14.3% | 66.3%-52.0pp | 78.2%-63.9pp | 67.7%-53.4pp |
| Annual return | 9.16% | 33.39%-24.2pp | 64.84%-55.7pp | 35.67%-26.5pp |
| Employer contribution / active EE | $2 | $3,106-99.9% | $4,675-100.0% | $2,757-99.9% |
| Participant deferral / active EE | $1,265 | $3,455-63.4% | $5,631-77.5% | $4,300-70.6% |
| Admin fee / account holder | $653 | $7,994-91.8% | $15,885-95.9% | $6,925-90.6% |