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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 | $101,752-52.4% | $164,928-70.7% | $80,911-40.2% |
| Participation rate | 51.8% | 71.8%-20.1pp | 78.6%-26.8pp | 67.6%-15.9pp |
| Annual return | 9.75% | 16.73%-7.0pp | 70.08%-60.3pp | 35.63%-25.9pp |
| Employer contribution / active EE | $483 | $2,953-83.7% | $4,343-88.9% | $2,756-82.5% |
| Participant deferral / active EE | $2,517 | $4,477-43.8% | $6,034-58.3% | $4,297-41.4% |
| Admin fee / account holder | $1,985 | $8,218-75.8% | $12,684-84.4% | $6,935-71.4% |