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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 | $51,236 | $86,940-41.1% | $102,434-50.0% | $80,935-36.7% |
| Participation rate | 59.3% | 72.4%-13.1pp | 76.5%-17.2pp | 67.7%-8.3pp |
| Annual return | 9.99% | 18.89%-8.9pp | 29.46%-19.5pp | 35.66%-25.7pp |
| Employer contribution / active EE | $535 | $2,370-77.4% | $3,023-82.3% | $2,757-80.6% |
| Participant deferral / active EE | $2,332 | $4,121-43.4% | $5,055-53.9% | $4,299-45.8% |
| Admin fee / account holder | $4,908 | $8,047-39.0% | $9,462-48.1% | $6,924-29.1% |