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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 | $50,527 | $51,895-2.6% | $93,063-45.7% | $79,634-36.6% |
| Participation rate | 15.2% | 52.6%-37.3pp | 72.1%-56.9pp | 62.5%-47.3pp |
| Annual return | 12.93% | 18.14%-5.2pp | 34.15%-21.2pp | 36.46%-23.5pp |
| Employer contribution / active EE | $375 | $1,561-75.9% | $2,476-84.8% | $2,529-85.2% |
| Participant deferral / active EE | $699 | $2,964-76.4% | $3,958-82.3% | $3,835-81.8% |
| Admin fee / account holder | $4,580 | $657+597.0% | $6,033-24.1% | $1,002+357.1% |