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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 | $48,388 | $81,331-40.5% | $155,534-68.9% | $80,935-40.2% |
| Participation rate | 44.8% | 66.3%-21.4pp | 78.2%-33.4pp | 67.7%-22.8pp |
| Annual return | 9.49% | 33.37%-23.9pp | 64.92%-55.4pp | 35.66%-26.2pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,021 | $3,454-12.5% | $5,630-46.3% | $4,299-29.7% |
| Admin fee / account holder | $21,510 | $7,999+168.9% | $15,900+35.3% | $6,924+210.6% |