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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 | $51,134 | $60,349-15.3% | $74,184-31.1% | $62,881-18.7% |
| Participation rate | 65.8% | 72.7%-6.9pp | 76.6%-10.8pp | 69.3%-3.5pp |
| Annual return | 4.65% | 21.38%-16.7pp | 17.74%-13.1pp | 20.14%-15.5pp |
| Employer contribution / active EE | $256 | $1,680-84.8% | $2,370-89.2% | $2,281-88.8% |
| Participant deferral / active EE | $1,514 | $2,856-47.0% | $3,550-57.3% | $3,203-52.7% |
| Admin fee / account holder | $6,791 | $4,261+59.4% | $5,586+21.6% | $4,296+58.1% |