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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 | $49,114 | $91,559-46.4% | $133,971-63.3% | $79,852-38.5% |
| Participation rate | 59.4% | 73.3%-14.0pp | 79.8%-20.5pp | 69.6%-10.3pp |
| Annual return | 5.06% | 61.85%-56.8pp | 45.09%-40.0pp | 31.72%-26.7pp |
| Employer contribution / active EE | $279 | $2,384-88.3% | $3,919-92.9% | $2,471-88.7% |
| Participant deferral / active EE | $2,090 | $3,734-44.0% | $5,047-58.6% | $3,740-44.1% |
| Admin fee / account holder | $4,936 | $6,321-21.9% | $8,929-44.7% | $5,306-7.0% |