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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 | $48,144 | $84,953-43.3% | $163,379-70.5% | $82,637-41.7% |
| Participation rate | 47.1% | 65.9%-18.9pp | 76.8%-29.8pp | 68.1%-21.0pp |
| Annual return | 5.21% | 23.07%-17.9pp | 63.41%-58.2pp | 53.51%-48.3pp |
| Employer contribution / active EE | $381 | $2,183-82.5% | $3,752-89.8% | $2,552-85.1% |
| Participant deferral / active EE | $1,557 | $4,326-64.0% | $6,282-75.2% | $4,126-62.3% |
| Admin fee / account holder | $18,948 | $7,921+139.2% | $9,818+93.0% | $7,339+158.2% |