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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 | $56,249 | $91,760-38.7% | $156,181-64.0% | $67,986-17.3% |
| Participation rate | 54.3% | 65.0%-10.7pp | 78.8%-24.5pp | 57.2%-2.9pp |
| Annual return | 12.24% | 18.14%-5.9pp | 64.87%-52.6pp | 31.67%-19.4pp |
| Employer contribution / active EE | $535 | $2,419-77.9% | $4,294-87.5% | $2,019-73.5% |
| Participant deferral / active EE | $3,631 | $3,960-8.3% | $6,132-40.8% | $3,358+8.1% |
| Admin fee / account holder | $2,737 | $3,949-30.7% | $14,586-81.2% | $3,203-14.5% |