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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 | $49,004 | $78,707-37.7% | $117,861-58.4% | $70,126-30.1% |
| Participation rate | 67.3% | 73.2%-5.8pp | 79.7%-12.3pp | 69.5%-2.2pp |
| Annual return | 10.75% | 23.30%-12.5pp | 335.11%-324.4pp | 73.15%-62.4pp |
| Employer contribution / active EE | $63 | $2,223-97.1% | $3,786-98.3% | $2,343-97.3% |
| Participant deferral / active EE | $2,134 | $3,297-35.3% | $4,482-52.4% | $3,332-36.0% |
| Admin fee / account holder | $5,556 | $5,066+9.7% | $8,021-30.7% | $4,645+19.6% |