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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 | $41,277 | $47,448-13.0% | $94,993-56.5% | $62,293-33.7% |
| Participation rate | 53.0% | 66.5%-13.5pp | 73.9%-20.9pp | 69.5%-16.5pp |
| Annual return | 13.50% | 22.64%-9.1pp | 27.14%-13.6pp | 28.90%-15.4pp |
| Employer contribution / active EE | $199 | $1,300-84.7% | $2,603-92.3% | $2,042-90.2% |
| Participant deferral / active EE | $1,941 | $2,375-18.2% | $3,317-41.5% | $3,169-38.7% |
| Admin fee / account holder | $8,741 | $434+1912.5% | $4,960+76.2% | $479+1723.5% |