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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 | $53,146 | $81,487-34.8% | $102,412-48.1% | $80,935-34.3% |
| Participation rate | 52.8% | 66.8%-14.1pp | 74.5%-21.7pp | 67.7%-14.9pp |
| Annual return | 8.89% | 25.60%-16.7pp | 24.94%-16.0pp | 35.66%-26.8pp |
| Employer contribution / active EE | $394 | $3,103-87.3% | $3,870-89.8% | $2,757-85.7% |
| Participant deferral / active EE | $3,812 | $3,871-1.5% | $5,060-24.7% | $4,299-11.3% |
| Admin fee / account holder | $24,152 | $6,717+259.6% | $8,388+188.0% | $6,924+248.8% |