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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 | $49,494 | $81,276-39.1% | $155,574-68.2% | $80,925-38.8% |
| Participation rate | 34.2% | 66.2%-32.0pp | 78.2%-44.0pp | 67.7%-33.4pp |
| Annual return | 10.30% | 33.36%-23.1pp | 64.87%-54.6pp | 35.65%-25.3pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,335 | $3,453-32.4% | $5,629-58.5% | $4,299-45.7% |
| Admin fee / account holder | $13,422 | $7,993+67.9% | $15,914-15.7% | $6,940+93.4% |