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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 | $93,057-46.9% | $153,500-67.8% | $80,925-38.9% |
| Participation rate | 50.8% | 69.0%-18.1pp | 77.1%-26.3pp | 67.7%-16.8pp |
| Annual return | 7.14% | 19.96%-12.8pp | 15.70%-8.6pp | 35.65%-28.5pp |
| Employer contribution / active EE | $443 | $3,507-87.4% | $5,039-91.2% | $2,756-83.9% |
| Participant deferral / active EE | $3,266 | $5,179-36.9% | $6,756-51.7% | $4,299-24.0% |
| Admin fee / account holder | $11,782 | $8,885+32.6% | $12,736-7.5% | $6,940+69.8% |