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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 | $49,820 | $91,086-45.3% | $203,872-75.6% | $86,983-42.7% |
| Participation rate | 44.8% | 65.8%-21.1pp | 77.8%-33.0pp | 69.5%-24.8pp |
| Annual return | 12.24% | 22.30%-10.1pp | 85.11%-72.9pp | 25.83%-13.6pp |
| Employer contribution / active EE | $0 | $2,063-100.0% | $3,757-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,462 | $4,019-38.7% | $6,388-61.5% | $4,194-41.3% |
| Admin fee / account holder | $5,482 | $8,987-39.0% | $11,730-53.3% | $7,856-30.2% |