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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 | $27,236 | $76,551-64.4% | $123,894-78.0% | $62,881-56.7% |
| Participation rate | 50.0% | 73.0%-23.0pp | 81.4%-31.4pp | 69.3%-19.3pp |
| Annual return | 5.62% | 18.68%-13.1pp | 47.52%-41.9pp | 20.14%-14.5pp |
| Employer contribution / active EE | $401 | $2,882-86.1% | $4,617-91.3% | $2,281-82.4% |
| Participant deferral / active EE | $2,348 | $4,840-51.5% | $5,984-60.8% | $3,203-26.7% |
| Admin fee / account holder | $3,886 | $4,826-19.5% | $8,357-53.5% | $4,296-9.5% |