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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 | $51,421 | $76,834-33.1% | $108,359-52.5% | $87,485-41.2% |
| Participation rate | 54.4% | 61.7%-7.3pp | 70.1%-15.7pp | 68.9%-14.5pp |
| Annual return | 11.71% | 19.09%-7.4pp | 36.89%-25.2pp | 26.06%-14.4pp |
| Employer contribution / active EE | $291 | $1,556-81.3% | $2,399-87.9% | $2,596-88.8% |
| Participant deferral / active EE | $1,706 | $3,100-45.0% | $4,137-58.8% | $4,274-60.1% |
| Admin fee / account holder | $969 | $6,537-85.2% | $9,741-90.1% | $7,775-87.5% |