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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 | $48,336 | $72,492-33.3% | $87,104-44.5% | $72,975-33.8% |
| Participation rate | 68.8% | 72.8%-4.0pp | 76.9%-8.0pp | 69.5%-0.7pp |
| Annual return | 13.90% | 24.46%-10.6pp | 28.19%-14.3pp | 81.01%-67.1pp |
| Employer contribution / active EE | $349 | $1,894-81.6% | $2,521-86.2% | $2,440-85.7% |
| Participant deferral / active EE | $2,179 | $3,270-33.4% | $4,048-46.2% | $3,608-39.6% |
| Admin fee / account holder | $11,506 | $5,055+127.6% | $7,491+53.6% | $5,124+124.5% |