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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 | $49,442 | $93,055-46.9% | $153,741-67.8% | $80,959-38.9% |
| Participation rate | 50.8% | 69.0%-18.1pp | 77.1%-26.2pp | 67.7%-16.8pp |
| Annual return | 7.14% | 19.97%-12.8pp | 15.71%-8.6pp | 35.67%-28.5pp |
| Employer contribution / active EE | $443 | $3,504-87.4% | $5,042-91.2% | $2,757-83.9% |
| Participant deferral / active EE | $3,266 | $5,172-36.9% | $6,757-51.7% | $4,300-24.1% |
| Admin fee / account holder | $11,782 | $8,881+32.7% | $12,749-7.6% | $6,925+70.1% |