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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 | $51,833 | $96,731-46.4% | $123,973-58.2% | $86,983-40.4% |
| Participation rate | 53.6% | 70.0%-16.4pp | 76.7%-23.0pp | 69.5%-15.9pp |
| Annual return | 7.43% | 17.33%-9.9pp | 388.13%-380.7pp | 25.83%-18.4pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $4,126-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,045 | $4,152-50.7% | $5,247-61.0% | $4,194-51.2% |
| Admin fee / account holder | $11,215 | $8,722+28.6% | $11,799-4.9% | $7,856+42.8% |