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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 | $49,613 | $91,198-45.6% | $178,503-72.2% | $79,856-37.9% |
| Participation rate | 28.6% | 69.2%-40.6pp | 81.9%-53.4pp | 69.6%-41.1pp |
| Annual return | 9.78% | 24.20%-14.4pp | 151.12%-141.3pp | 31.71%-21.9pp |
| Employer contribution / active EE | $295 | $3,257-90.9% | $5,011-94.1% | $2,471-88.1% |
| Participant deferral / active EE | $1,409 | $3,237-56.5% | $5,202-72.9% | $3,741-62.3% |
| Admin fee / account holder | $1,112 | $6,748-83.5% | $13,987-92.1% | $5,306-79.1% |