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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 | $51,763 | $73,787-29.8% | $98,716-47.6% | $82,448-37.2% |
| Participation rate | 48.4% | 61.4%-13.0pp | 69.3%-20.9pp | 68.1%-19.7pp |
| Annual return | 10.84% | 18.57%-7.7pp | 31.81%-21.0pp | 41.64%-30.8pp |
| Employer contribution / active EE | $125 | $1,511-91.7% | $2,279-94.5% | $2,551-95.1% |
| Participant deferral / active EE | $1,494 | $3,081-51.5% | $4,048-63.1% | $4,139-63.9% |
| Admin fee / account holder | $7,428 | $6,500+14.3% | $8,703-14.6% | $7,234+2.7% |