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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 | $47,882 | $87,037-45.0% | $106,201-54.9% | $80,874-40.8% |
| Participation rate | 47.2% | 70.4%-23.3pp | 75.3%-28.1pp | 67.6%-20.5pp |
| Annual return | 9.20% | 17.05%-7.9pp | 116.26%-107.1pp | 35.62%-26.4pp |
| Employer contribution / active EE | $234 | $2,396-90.2% | $3,170-92.6% | $2,756-91.5% |
| Participant deferral / active EE | $5,085 | $3,986+27.6% | $5,012+1.5% | $4,297+18.3% |
| Admin fee / account holder | $50,859 | $8,434+503.0% | $11,039+360.7% | $6,935+633.3% |