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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 | $55,988 | $65,364-14.3% | $92,909-39.7% | $72,975-23.3% |
| Participation rate | 44.8% | 68.3%-23.5pp | 76.0%-31.2pp | 69.5%-24.7pp |
| Annual return | 15.04% | 42.11%-27.1pp | 109.44%-94.4pp | 81.01%-66.0pp |
| Employer contribution / active EE | $533 | $2,594-79.5% | $3,653-85.4% | $2,440-78.2% |
| Participant deferral / active EE | $1,865 | $3,128-40.4% | $4,238-56.0% | $3,608-48.3% |
| Admin fee / account holder | $1,402 | $4,251-67.0% | $5,795-75.8% | $5,124-72.6% |