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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 | $49,671 | $86,050-42.3% | $189,758-73.8% | $94,015-47.2% |
| Participation rate | 37.0% | 68.9%-31.9pp | 79.8%-42.8pp | 70.8%-33.8pp |
| Annual return | 6.96% | 17.77%-10.8pp | 52.62%-45.7pp | 17.84%-10.9pp |
| Employer contribution / active EE | $266 | $2,819-90.6% | $4,767-94.4% | $2,790-90.5% |
| Participant deferral / active EE | $1,379 | $3,349-58.8% | $5,856-76.4% | $4,249-67.5% |
| Admin fee / account holder | $26,680 | $6,627+302.6% | $20,388+30.9% | $8,951+198.1% |