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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 | $51,544 | $80,985-36.4% | $96,576-46.6% | $75,181-31.4% |
| Participation rate | 47.2% | 71.8%-24.6pp | 76.0%-28.8pp | 67.2%-20.0pp |
| Annual return | 10.97% | 27.05%-16.1pp | 25.87%-14.9pp | 160.69%-149.7pp |
| Employer contribution / active EE | $384 | $2,282-83.2% | $2,965-87.0% | $2,671-85.6% |
| Participant deferral / active EE | $1,835 | $3,929-53.3% | $4,851-62.2% | $4,126-55.5% |
| Admin fee / account holder | $8,460 | $6,719+25.9% | $8,253+2.5% | $5,650+49.7% |