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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 | $45,481 | $101,795-55.3% | $165,100-72.5% | $80,959-43.8% |
| Participation rate | 53.2% | 71.8%-18.6pp | 78.6%-25.4pp | 67.7%-14.4pp |
| Annual return | 9.57% | 16.73%-7.2pp | 70.21%-60.6pp | 35.67%-26.1pp |
| Employer contribution / active EE | $454 | $2,954-84.6% | $4,348-89.6% | $2,757-83.5% |
| Participant deferral / active EE | $2,244 | $4,476-49.9% | $6,035-62.8% | $4,300-47.8% |
| Admin fee / account holder | $6,171 | $8,221-24.9% | $12,696-51.4% | $6,925-10.9% |