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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 | $49,850 | $64,359-22.5% | $90,161-44.7% | $70,126-28.9% |
| Participation rate | 55.6% | 70.4%-14.9pp | 76.9%-21.3pp | 69.5%-14.0pp |
| Annual return | 8.41% | 28.13%-19.7pp | 34.89%-26.5pp | 73.15%-64.7pp |
| Employer contribution / active EE | $209 | $2,046-89.8% | $3,318-93.7% | $2,343-91.1% |
| Participant deferral / active EE | $2,279 | $4,389-48.1% | $5,287-56.9% | $3,332-31.6% |
| Admin fee / account holder | $5,874 | $3,945+48.9% | $5,943-1.2% | $4,645+26.4% |