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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 | $52,794 | $95,453-44.7% | $112,040-52.9% | $82,448-36.0% |
| Participation rate | 52.3% | 72.8%-20.4pp | 76.5%-24.2pp | 68.1%-15.8pp |
| Annual return | 10.71% | 23.92%-13.2pp | 24.52%-13.8pp | 41.64%-30.9pp |
| Employer contribution / active EE | $106 | $2,318-95.4% | $2,954-96.4% | $2,551-95.8% |
| Participant deferral / active EE | $2,223 | $4,224-47.4% | $5,098-56.4% | $4,139-46.3% |
| Admin fee / account holder | $1,376 | $9,013-84.7% | $12,098-88.6% | $7,234-81.0% |