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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 | $59,190 | $97,550-39.3% | $120,344-50.8% | $87,485-32.3% |
| Participation rate | 56.8% | 72.8%-16.0pp | 76.7%-19.9pp | 68.9%-12.1pp |
| Annual return | 8.73% | 18.41%-9.7pp | 20.30%-11.6pp | 26.06%-17.3pp |
| Employer contribution / active EE | $665 | $2,291-71.0% | $3,020-78.0% | $2,596-74.4% |
| Participant deferral / active EE | $2,118 | $4,230-49.9% | $5,135-58.7% | $4,274-50.4% |
| Admin fee / account holder | $4,715 | $9,543-50.6% | $12,742-63.0% | $7,775-39.4% |