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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 | $51,271 | $102,609-50.0% | $98,090-47.7% | $138,895-63.1% |
| Participation rate | 57.1% | 82.8%-25.6pp | 81.5%-24.4pp | 79.9%-22.8pp |
| Annual return | 11.88% | 36.44%-24.6pp | 37.05%-25.2pp | 145.39%-133.5pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $11,499 | $8,167+40.8% | $7,845+46.6% | $6,396+79.8% |
| Admin fee / account holder | $14,833 | $11,434+29.7% | $11,815+25.5% | $12,562+18.1% |