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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 | $50,334 | $81,487-38.2% | $102,412-50.9% | $80,935-37.8% |
| Participation rate | 55.3% | 66.8%-11.5pp | 74.5%-19.2pp | 67.7%-12.3pp |
| Annual return | 7.90% | 25.60%-17.7pp | 24.94%-17.0pp | 35.66%-27.8pp |
| Employer contribution / active EE | $536 | $3,103-82.7% | $3,870-86.1% | $2,757-80.5% |
| Participant deferral / active EE | $2,485 | $3,871-35.8% | $5,060-50.9% | $4,299-42.2% |
| Admin fee / account holder | $6,005 | $6,717-10.6% | $8,388-28.4% | $6,924-13.3% |