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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 | $53,419 | $94,031-43.2% | $115,768-53.9% | $82,448-35.2% |
| Participation rate | 59.5% | 70.4%-11.0pp | 74.4%-14.9pp | 68.1%-8.6pp |
| Annual return | 11.25% | 20.61%-9.4pp | 100.46%-89.2pp | 41.64%-30.4pp |
| Employer contribution / active EE | $564 | $2,323-75.7% | $2,940-80.8% | $2,551-77.9% |
| Participant deferral / active EE | $2,255 | $3,972-43.2% | $4,917-54.1% | $4,139-45.5% |
| Admin fee / account holder | $10,611 | $10,249+3.5% | $12,439-14.7% | $7,234+46.7% |