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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 | $42,352 | $71,526-40.8% | $98,450-57.0% | $71,495-40.8% |
| Participation rate | 50.4% | 72.7%-22.3pp | 75.2%-24.8pp | 67.9%-17.6pp |
| Annual return | 13.72% | 32.42%-18.7pp | 21.16%-7.4pp | 28.85%-15.1pp |
| Employer contribution / active EE | $445 | $2,400-81.5% | $3,049-85.4% | $2,589-82.8% |
| Participant deferral / active EE | $2,509 | $4,110-38.9% | $4,739-47.0% | $4,291-41.5% |
| Admin fee / account holder | $10,482 | $1,675+525.8% | $8,961+17.0% | $1,588+560.2% |