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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 | $53,299 | $76,834-30.6% | $108,359-50.8% | $87,485-39.1% |
| Participation rate | 32.3% | 61.7%-29.5pp | 70.1%-37.9pp | 68.9%-36.7pp |
| Annual return | 10.86% | 19.09%-8.2pp | 36.89%-26.0pp | 26.06%-15.2pp |
| Employer contribution / active EE | $303 | $1,556-80.5% | $2,399-87.4% | $2,596-88.3% |
| Participant deferral / active EE | $1,600 | $3,100-48.4% | $4,137-61.3% | $4,274-62.6% |
| Admin fee / account holder | $1,820 | $6,537-72.2% | $9,741-81.3% | $7,775-76.6% |