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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 | $50,871 | $78,707-35.4% | $117,861-56.8% | $70,126-27.5% |
| Participation rate | 32.4% | 73.2%-40.8pp | 79.7%-47.3pp | 69.5%-37.2pp |
| Annual return | 11.67% | 23.30%-11.6pp | 335.11%-323.4pp | 73.15%-61.5pp |
| Employer contribution / active EE | $242 | $2,223-89.1% | $3,786-93.6% | $2,343-89.7% |
| Participant deferral / active EE | $1,744 | $3,297-47.1% | $4,482-61.1% | $3,332-47.7% |
| Admin fee / account holder | $7,964 | $5,066+57.2% | $8,021-0.7% | $4,645+71.4% |