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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 | $48,395 | $101,795-52.5% | $165,100-70.7% | $80,959-40.2% |
| Participation rate | 51.8% | 71.8%-20.0pp | 78.6%-26.8pp | 67.7%-15.9pp |
| Annual return | 9.75% | 16.73%-7.0pp | 70.21%-60.5pp | 35.67%-25.9pp |
| Employer contribution / active EE | $483 | $2,954-83.7% | $4,348-88.9% | $2,757-82.5% |
| Participant deferral / active EE | $2,517 | $4,476-43.8% | $6,035-58.3% | $4,300-41.5% |
| Admin fee / account holder | $1,985 | $8,221-75.9% | $12,696-84.4% | $6,925-71.3% |