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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 | $44,801 | $93,345-52.0% | $119,126-62.4% | $87,485-48.8% |
| Participation rate | 57.5% | 68.7%-11.2pp | 75.8%-18.3pp | 68.9%-11.4pp |
| Annual return | 10.00% | 19.08%-9.1pp | 282.11%-272.1pp | 26.06%-16.1pp |
| Employer contribution / active EE | $427 | $3,172-86.5% | $4,034-89.4% | $2,596-83.5% |
| Participant deferral / active EE | $1,891 | $4,099-53.9% | $5,318-64.4% | $4,274-55.8% |
| Admin fee / account holder | $9,291 | $8,039+15.6% | $10,693-13.1% | $7,775+19.5% |