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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 | $49,891 | $106,864-53.3% | $147,318-66.1% | $82,637-39.6% |
| Participation rate | 61.5% | 75.5%-14.0pp | 82.1%-20.5pp | 68.1%-6.5pp |
| Annual return | 8.90% | 27.49%-18.6pp | 70.43%-61.5pp | 53.51%-44.6pp |
| Employer contribution / active EE | $577 | $3,417-83.1% | $4,593-87.4% | $2,552-77.4% |
| Participant deferral / active EE | $3,882 | $6,496-40.2% | $7,906-50.9% | $4,126-5.9% |
| Admin fee / account holder | $33,145 | $8,415+293.9% | $13,708+141.8% | $7,339+351.6% |