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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 | $49,688 | $90,400-45.0% | $186,193-73.3% | $87,485-43.2% |
| Participation rate | 15.2% | 66.2%-51.0pp | 77.1%-62.0pp | 68.9%-53.8pp |
| Annual return | 10.00% | 22.15%-12.1pp | 78.03%-68.0pp | 26.06%-16.1pp |
| Employer contribution / active EE | $402 | $2,170-81.5% | $3,918-89.7% | $2,596-84.5% |
| Participant deferral / active EE | $1,610 | $4,330-62.8% | $6,513-75.3% | $4,274-62.3% |
| Admin fee / account holder | $6,038 | $8,673-30.4% | $11,058-45.4% | $7,775-22.3% |