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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 | $53,654 | $87,733-38.8% | $106,551-49.6% | $85,856-37.5% |
| Participation rate | 62.2% | 71.9%-9.7pp | 76.1%-13.9pp | 69.3%-7.1pp |
| Annual return | 8.50% | 21.86%-13.4pp | 26.80%-18.3pp | 318.58%-310.1pp |
| Employer contribution / active EE | $365 | $2,073-82.4% | $2,819-87.1% | $2,565-85.8% |
| Participant deferral / active EE | $2,408 | $3,469-30.6% | $4,398-45.3% | $3,952-39.1% |
| Admin fee / account holder | $1,744 | $6,767-74.2% | $7,408-76.5% | $6,261-72.1% |