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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 | $61,309 | $100,194-38.8% | $122,979-50.1% | $86,983-29.5% |
| Participation rate | 51.4% | 73.0%-21.5pp | 77.2%-25.8pp | 69.5%-18.1pp |
| Annual return | 4.88% | 16.47%-11.6pp | 20.12%-15.2pp | 25.83%-21.0pp |
| Employer contribution / active EE | $472 | $2,326-79.7% | $3,062-84.6% | $2,584-81.7% |
| Participant deferral / active EE | $2,374 | $4,133-42.6% | $5,003-52.5% | $4,194-43.4% |
| Admin fee / account holder | $5,424 | $10,148-46.5% | $12,864-57.8% | $7,856-31.0% |