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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 | $57,962 | $94,031-38.4% | $115,768-49.9% | $82,448-29.7% |
| Participation rate | 52.3% | 70.4%-18.1pp | 74.4%-22.1pp | 68.1%-15.8pp |
| Annual return | 11.43% | 20.61%-9.2pp | 100.46%-89.0pp | 41.64%-30.2pp |
| Employer contribution / active EE | $358 | $2,323-84.6% | $2,940-87.8% | $2,551-85.9% |
| Participant deferral / active EE | $2,284 | $3,972-42.5% | $4,917-53.6% | $4,139-44.8% |
| Admin fee / account holder | $1,892 | $10,249-81.5% | $12,439-84.8% | $7,234-73.8% |