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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 | $49,352 | $95,406-48.3% | $185,849-73.4% | $85,847-42.5% |
| Participation rate | 36.1% | 68.8%-32.7pp | 81.7%-45.6pp | 69.3%-33.2pp |
| Annual return | 7.56% | 23.59%-16.0pp | 122.10%-114.5pp | 318.61%-311.1pp |
| Employer contribution / active EE | $293 | $3,314-91.2% | $5,169-94.3% | $2,565-88.6% |
| Participant deferral / active EE | $2,001 | $3,424-41.5% | $5,569-64.1% | $3,952-49.4% |
| Admin fee / account holder | $2,062 | $7,214-71.4% | $16,244-87.3% | $6,261-67.1% |