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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 | $51,525 | $87,878-41.4% | $97,411-47.1% | $82,637-37.6% |
| Participation rate | 51.9% | 75.6%-23.7pp | 80.4%-28.5pp | 68.1%-16.2pp |
| Annual return | 13.19% | 54.63%-41.4pp | 34.72%-21.5pp | 53.51%-40.3pp |
| Employer contribution / active EE | $1,016 | $3,800-73.3% | $4,210-75.9% | $2,552-60.2% |
| Participant deferral / active EE | $2,857 | $5,525-48.3% | $5,886-51.5% | $4,126-30.8% |
| Admin fee / account holder | $1,587 | $6,743-76.5% | $7,145-77.8% | $7,339-78.4% |