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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 | $50,434 | $76,407-34.0% | $150,298-66.4% | $82,448-38.8% |
| Participation rate | 46.7% | 66.4%-19.7pp | 77.8%-31.0pp | 68.1%-21.3pp |
| Annual return | 10.04% | 39.99%-30.0pp | 62.79%-52.7pp | 41.64%-31.6pp |
| Employer contribution / active EE | $264 | $2,614-89.9% | $4,154-93.6% | $2,551-89.6% |
| Participant deferral / active EE | $2,619 | $3,214-18.5% | $5,453-52.0% | $4,139-36.7% |
| Admin fee / account holder | $9,996 | $6,352+57.4% | $14,116-29.2% | $7,234+38.2% |