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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 | $64,046 | $88,672-27.8% | $105,223-39.1% | $82,448-22.3% |
| Participation rate | 50.0% | 67.9%-17.9pp | 75.0%-25.0pp | 68.1%-18.1pp |
| Annual return | 11.98% | 30.86%-18.9pp | 180.65%-168.7pp | 41.64%-29.7pp |
| Employer contribution / active EE | $380 | $3,048-87.5% | $3,689-89.7% | $2,551-85.1% |
| Participant deferral / active EE | $3,795 | $4,036-6.0% | $5,072-25.2% | $4,139-8.3% |
| Admin fee / account holder | $2,334 | $7,146-67.3% | $8,859-73.7% | $7,234-67.7% |