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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 | $52,389 | $60,349-13.2% | $74,184-29.4% | $62,881-16.7% |
| Participation rate | 65.2% | 72.7%-7.6pp | 76.6%-11.5pp | 69.3%-4.2pp |
| Annual return | 4.60% | 21.38%-16.8pp | 17.74%-13.1pp | 20.14%-15.5pp |
| Employer contribution / active EE | $147 | $1,680-91.2% | $2,370-93.8% | $2,281-93.5% |
| Participant deferral / active EE | $1,336 | $2,856-53.2% | $3,550-62.4% | $3,203-58.3% |
| Admin fee / account holder | $12,652 | $4,261+196.9% | $5,586+126.5% | $4,296+194.5% |