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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 | $52,718 | $76,090-30.7% | $96,569-45.4% | $71,476-26.2% |
| Participation rate | 37.6% | 74.4%-36.8pp | 76.0%-38.4pp | 67.9%-30.3pp |
| Annual return | 13.86% | 22.80%-8.9pp | 25.87%-12.0pp | 28.85%-15.0pp |
| Employer contribution / active EE | $574 | $2,247-74.5% | $2,965-80.6% | $2,589-77.8% |
| Participant deferral / active EE | $2,609 | $4,218-38.1% | $4,851-46.2% | $4,290-39.2% |
| Admin fee / account holder | $4,270 | $2,707+57.7% | $8,251-48.3% | $1,587+169.0% |