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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 | $44,940 | $71,215-36.9% | $93,696-52.0% | $80,935-44.5% |
| Participation rate | 49.3% | 60.4%-11.1pp | 68.7%-19.4pp | 67.7%-18.3pp |
| Annual return | 9.65% | 11.27%-1.6pp | 133.74%-124.1pp | 35.66%-26.0pp |
| Employer contribution / active EE | $265 | $1,565-83.0% | $2,422-89.0% | $2,757-90.4% |
| Participant deferral / active EE | $1,807 | $4,037-55.2% | $4,417-59.1% | $4,299-58.0% |
| Admin fee / account holder | $4,957 | $6,958-28.8% | $8,287-40.2% | $6,924-28.4% |