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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 | $50,793 | $114,712-55.7% | $173,730-70.8% | $87,485-41.9% |
| Participation rate | 55.6% | 73.0%-17.4pp | 79.6%-24.0pp | 68.9%-13.4pp |
| Annual return | 7.25% | 20.18%-12.9pp | 19.96%-12.7pp | 26.06%-18.8pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,973 | $4,642+7.1% | $6,326-21.4% | $4,274+16.4% |
| Admin fee / account holder | $6,496 | $10,210-36.4% | $17,523-62.9% | $7,775-16.4% |