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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 | $50,189 | $78,423-36.0% | $95,964-47.7% | $79,856-37.2% |
| Participation rate | 56.4% | 73.5%-17.1pp | 77.1%-20.7pp | 69.6%-13.2pp |
| Annual return | 5.61% | 19.37%-13.8pp | 91.64%-86.0pp | 31.71%-26.1pp |
| Employer contribution / active EE | $366 | $1,945-81.2% | $2,541-85.6% | $2,471-85.2% |
| Participant deferral / active EE | $1,573 | $3,440-54.3% | $4,167-62.3% | $3,741-58.0% |
| Admin fee / account holder | $644 | $5,622-88.5% | $6,797-90.5% | $5,306-87.9% |