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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 | $52,432 | $110,379-52.5% | $102,412-48.8% | $145,884-64.1% |
| Participation rate | 10.0% | 77.9%-67.9pp | 74.5%-64.5pp | 80.3%-70.3pp |
| Annual return | 8.72% | 24.84%-16.1pp | 24.94%-16.2pp | 551.85%-543.1pp |
| Employer contribution / active EE | $543 | $4,216-87.1% | $3,870-86.0% | $4,662-88.4% |
| Participant deferral / active EE | $1,672 | $5,622-70.3% | $5,060-67.0% | $6,690-75.0% |
| Admin fee / account holder | $1,836 | $9,745-81.2% | $8,388-78.1% | $13,392-86.3% |