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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 | $54,794 | $57,140-4.1% | $85,240-35.7% | $80,959-32.3% |
| Participation rate | 20.0% | 56.4%-36.4pp | 67.5%-47.5pp | 67.7%-47.7pp |
| Annual return | 8.69% | 21.71%-13.0pp | 66.75%-58.1pp | 35.67%-27.0pp |
| Employer contribution / active EE | $261 | $1,802-85.5% | $2,735-90.4% | $2,757-90.5% |
| Participant deferral / active EE | $1,633 | $3,115-47.6% | $4,527-63.9% | $4,300-62.0% |
| Admin fee / account holder | $3,622 | $4,992-27.5% | $6,165-41.3% | $6,925-47.7% |