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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 | $49,452 | $78,015-36.6% | $178,505-72.3% | $80,959-38.9% |
| Participation rate | 46.5% | 65.7%-19.2pp | 77.1%-30.6pp | 67.7%-21.2pp |
| Annual return | 8.31% | 18.10%-9.8pp | 27.16%-18.9pp | 35.67%-27.4pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,753 | $4,406-60.2% | $6,280-72.1% | $4,300-59.2% |
| Admin fee / account holder | $27,265 | $7,160+280.8% | $10,428+161.5% | $6,925+293.7% |