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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 | $106,749-53.3% | $145,433-65.7% | $82,448-39.5% |
| Participation rate | 61.5% | 75.6%-14.1pp | 82.1%-20.6pp | 68.1%-6.5pp |
| Annual return | 8.90% | 27.59%-18.7pp | 66.58%-57.7pp | 41.64%-32.7pp |
| Employer contribution / active EE | $577 | $3,444-83.2% | $4,554-87.3% | $2,551-77.4% |
| Participant deferral / active EE | $3,882 | $6,519-40.5% | $7,897-50.8% | $4,139-6.2% |
| Admin fee / account holder | $33,145 | $8,390+295.1% | $13,129+152.5% | $7,234+358.2% |