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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 | $54,022 | $92,811-41.8% | $238,191-77.3% | $86,983-37.9% |
| Participation rate | 44.7% | 69.3%-24.7pp | 77.1%-32.4pp | 69.5%-24.9pp |
| Annual return | 3.90% | 16.16%-12.3pp | 13.02%-9.1pp | 25.83%-21.9pp |
| Employer contribution / active EE | $788 | $2,728-71.1% | $5,082-84.5% | $2,584-69.5% |
| Participant deferral / active EE | $1,941 | $4,479-56.7% | $6,726-71.1% | $4,194-53.7% |
| Admin fee / account holder | $4,312 | $9,177-53.0% | $34,582-87.5% | $7,856-45.1% |