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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 | $44,801 | $96,731-53.7% | $123,973-63.9% | $86,983-48.5% |
| Participation rate | 57.5% | 70.0%-12.5pp | 76.7%-19.2pp | 69.5%-12.0pp |
| Annual return | 10.00% | 17.33%-7.3pp | 388.13%-378.1pp | 25.83%-15.8pp |
| Employer contribution / active EE | $427 | $3,297-87.0% | $4,126-89.6% | $2,584-83.5% |
| Participant deferral / active EE | $1,891 | $4,152-54.5% | $5,247-64.0% | $4,194-54.9% |
| Admin fee / account holder | $9,291 | $8,722+6.5% | $11,799-21.3% | $7,856+18.3% |