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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 | $44,762 | $65,395-31.6% | $182,531-75.5% | $72,983-38.7% |
| Participation rate | 56.3% | 65.4%-9.1pp | 78.0%-21.6pp | 69.5%-13.1pp |
| Annual return | 17.64% | 27.68%-10.0pp | 148.57%-130.9pp | 81.01%-63.4pp |
| Employer contribution / active EE | $287 | $1,911-85.0% | $4,075-93.0% | $2,440-88.2% |
| Participant deferral / active EE | $2,108 | $3,563-40.8% | $5,525-61.8% | $3,608-41.6% |
| Admin fee / account holder | $962 | $4,245-77.3% | $8,593-88.8% | $5,124-81.2% |