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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 | $50,037 | $108,825-54.0% | $156,181-68.0% | $82,448-39.3% |
| Participation rate | 51.4% | 72.4%-20.9pp | 78.8%-27.4pp | 68.1%-16.6pp |
| Annual return | 11.10% | 20.59%-9.5pp | 64.87%-53.8pp | 41.64%-30.5pp |
| Employer contribution / active EE | $618 | $2,870-78.5% | $4,294-85.6% | $2,551-75.8% |
| Participant deferral / active EE | $2,346 | $4,577-48.7% | $6,132-61.7% | $4,139-43.3% |
| Admin fee / account holder | $9,278 | $9,341-0.7% | $14,586-36.4% | $7,234+28.2% |