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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 | $95,404-35.7% | $113,397-45.9% | $82,637-25.8% |
| Participation rate | 51.4% | 72.8%-21.4pp | 76.5%-25.1pp | 68.1%-16.6pp |
| Annual return | 4.88% | 19.08%-14.2pp | 23.20%-18.3pp | 53.51%-48.6pp |
| Employer contribution / active EE | $472 | $2,307-79.6% | $2,977-84.2% | $2,552-81.5% |
| Participant deferral / active EE | $2,374 | $4,220-43.7% | $5,076-53.2% | $4,126-42.5% |
| Admin fee / account holder | $5,424 | $9,168-40.8% | $11,957-54.6% | $7,339-26.1% |