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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 | $76,834-32.6% | $108,359-52.2% | $87,485-40.8% |
| Participation rate | 48.4% | 61.7%-13.3pp | 70.1%-21.7pp | 68.9%-20.5pp |
| Annual return | 10.84% | 19.09%-8.2pp | 36.89%-26.1pp | 26.06%-15.2pp |
| Employer contribution / active EE | $125 | $1,556-92.0% | $2,399-94.8% | $2,596-95.2% |
| Participant deferral / active EE | $1,494 | $3,100-51.8% | $4,137-63.9% | $4,274-65.0% |
| Admin fee / account holder | $7,428 | $6,537+13.6% | $9,741-23.7% | $7,775-4.5% |