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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 | $97,550-45.9% | $120,344-56.1% | $87,485-39.7% |
| Participation rate | 52.3% | 72.8%-20.5pp | 76.7%-24.4pp | 68.9%-16.6pp |
| Annual return | 10.71% | 18.41%-7.7pp | 20.30%-9.6pp | 26.06%-15.4pp |
| Employer contribution / active EE | $106 | $2,291-95.4% | $3,020-96.5% | $2,596-95.9% |
| Participant deferral / active EE | $2,223 | $4,230-47.4% | $5,135-56.7% | $4,274-48.0% |
| Admin fee / account holder | $1,376 | $9,543-85.6% | $12,742-89.2% | $7,775-82.3% |