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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 | $50,197 | $89,259-43.8% | $107,187-53.2% | $82,637-39.3% |
| Participation rate | 39.1% | 67.9%-28.9pp | 75.0%-36.0pp | 68.1%-29.0pp |
| Annual return | 12.03% | 21.02%-9.0pp | 204.55%-192.5pp | 53.51%-41.5pp |
| Employer contribution / active EE | $379 | $3,080-87.7% | $3,782-90.0% | $2,552-85.1% |
| Participant deferral / active EE | $1,843 | $4,037-54.4% | $5,096-63.8% | $4,126-55.3% |
| Admin fee / account holder | $5,523 | $7,381-25.2% | $9,162-39.7% | $7,339-24.7% |