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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 | $48,160 | $81,504-40.9% | $102,437-53.0% | $80,959-40.5% |
| Participation rate | 31.4% | 66.9%-35.4pp | 74.5%-43.1pp | 67.7%-36.2pp |
| Annual return | 6.58% | 25.60%-19.0pp | 24.95%-18.4pp | 35.67%-29.1pp |
| Employer contribution / active EE | $342 | $3,104-89.0% | $3,871-91.2% | $2,757-87.6% |
| Participant deferral / active EE | $1,948 | $3,871-49.7% | $5,060-61.5% | $4,300-54.7% |
| Admin fee / account holder | $24,230 | $6,719+260.6% | $8,388+188.9% | $6,925+249.9% |