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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 | $64,046 | $93,345-31.4% | $119,126-46.2% | $87,485-26.8% |
| Participation rate | 50.0% | 68.7%-18.7pp | 75.8%-25.8pp | 68.9%-18.9pp |
| Annual return | 11.98% | 19.08%-7.1pp | 282.11%-270.1pp | 26.06%-14.1pp |
| Employer contribution / active EE | $380 | $3,172-88.0% | $4,034-90.6% | $2,596-85.4% |
| Participant deferral / active EE | $3,795 | $4,099-7.4% | $5,318-28.6% | $4,274-11.2% |
| Admin fee / account holder | $2,334 | $8,039-71.0% | $10,693-78.2% | $7,775-70.0% |