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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 | $48,302 | $102,429-52.8% | $147,096-67.2% | $80,925-40.3% |
| Participation rate | 39.3% | 75.9%-36.6pp | 82.2%-42.9pp | 67.7%-28.4pp |
| Annual return | 8.74% | 135.02%-126.3pp | 419.75%-411.0pp | 35.65%-26.9pp |
| Employer contribution / active EE | $750 | $3,716-79.8% | $4,936-84.8% | $2,756-72.8% |
| Participant deferral / active EE | $3,093 | $6,649-53.5% | $8,071-61.7% | $4,299-28.1% |
| Admin fee / account holder | $4,465 | $7,957-43.9% | $13,005-65.7% | $6,940-35.7% |