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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 | $49,661 | $65,395-24.1% | $182,540-72.8% | $72,975-31.9% |
| Participation rate | 51.9% | 65.4%-13.5pp | 78.0%-26.1pp | 69.5%-17.6pp |
| Annual return | 14.05% | 27.68%-13.6pp | 148.58%-134.5pp | 81.01%-67.0pp |
| Employer contribution / active EE | $174 | $1,911-90.9% | $4,076-95.7% | $2,440-92.9% |
| Participant deferral / active EE | $1,594 | $3,563-55.3% | $5,525-71.2% | $3,608-55.8% |
| Admin fee / account holder | $5,810 | $4,245+36.9% | $8,593-32.4% | $5,124+13.4% |