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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 | $49,672 | $83,485-40.5% | $125,192-60.3% | $72,975-31.9% |
| Participation rate | 59.3% | 73.3%-14.0pp | 79.8%-20.5pp | 69.5%-10.2pp |
| Annual return | 0.45% | 25.77%-25.3pp | 43.79%-43.3pp | 81.01%-80.6pp |
| Employer contribution / active EE | $205 | $2,346-91.3% | $3,866-94.7% | $2,440-91.6% |
| Participant deferral / active EE | $2,696 | $3,586-24.8% | $4,937-45.4% | $3,608-25.3% |
| Admin fee / account holder | $6,881 | $5,518+24.7% | $9,704-29.1% | $5,124+34.3% |