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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 | $49,368 | $124,425-60.3% | $112,040-55.9% | $137,256-64.0% |
| Participation rate | 30.4% | 79.3%-48.9pp | 76.5%-46.1pp | 80.0%-49.5pp |
| Annual return | 2.93% | 24.72%-21.8pp | 24.52%-21.6pp | 220.34%-217.4pp |
| Employer contribution / active EE | $478 | $3,411-86.0% | $2,954-83.8% | $4,156-88.5% |
| Participant deferral / active EE | $1,884 | $5,718-67.1% | $5,098-63.0% | $6,407-70.6% |
| Admin fee / account holder | $71,783 | $15,207+372.1% | $12,098+493.3% | $12,270+485.0% |