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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 | $101,950-47.6% | $125,529-57.4% | $86,983-38.6% |
| Participation rate | 59.5% | 70.2%-10.7pp | 74.7%-15.3pp | 69.5%-10.1pp |
| Annual return | 11.25% | 18.29%-7.0pp | 202.56%-191.3pp | 25.83%-14.6pp |
| Employer contribution / active EE | $564 | $2,358-76.1% | $3,058-81.6% | $2,584-78.2% |
| Participant deferral / active EE | $2,255 | $3,862-41.6% | $4,813-53.1% | $4,194-46.2% |
| Admin fee / account holder | $10,611 | $12,791-17.0% | $16,298-34.9% | $7,856+35.1% |