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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 | $47,736 | $77,638-38.5% | $156,551-69.5% | $62,881-24.1% |
| Participation rate | 48.1% | 71.2%-23.1pp | 84.0%-35.9pp | 69.3%-21.2pp |
| Annual return | 4.52% | 50.33%-45.8pp | 32.23%-27.7pp | 20.14%-15.6pp |
| Employer contribution / active EE | $150 | $3,444-95.6% | $5,501-97.3% | $2,281-93.4% |
| Participant deferral / active EE | $2,792 | $3,046-8.3% | $4,871-42.7% | $3,203-12.8% |
| Admin fee / account holder | $4,088 | $5,561-26.5% | $13,028-68.6% | $4,296-4.8% |