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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 | $52,242 | $65,395-20.1% | $182,540-71.4% | $72,975-28.4% |
| Participation rate | 54.3% | 65.4%-11.1pp | 78.0%-23.7pp | 69.5%-15.2pp |
| Annual return | 17.24% | 27.68%-10.4pp | 148.58%-131.3pp | 81.01%-63.8pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,972 | $3,563-16.6% | $5,525-46.2% | $3,608-17.6% |
| Admin fee / account holder | $2,031 | $4,245-52.1% | $8,593-76.4% | $5,124-60.4% |