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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 | $49,523 | $63,773-22.3% | $81,286-39.1% | $80,925-38.8% |
| Participation rate | 50.5% | 63.9%-13.4pp | 69.5%-19.0pp | 67.7%-17.1pp |
| Annual return | 9.09% | 16.37%-7.3pp | 24.80%-15.7pp | 35.65%-26.6pp |
| Employer contribution / active EE | $304 | $1,979-84.6% | $2,463-87.6% | $2,756-89.0% |
| Participant deferral / active EE | $1,675 | $3,093-45.9% | $3,883-56.9% | $4,299-61.0% |
| Admin fee / account holder | $8,148 | $5,682+43.4% | $5,764+41.4% | $6,940+17.4% |