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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 | $51,201 | $55,457-7.7% | $77,361-33.8% | $94,015-45.5% |
| Participation rate | 52.5% | 69.8%-17.3pp | 75.0%-22.5pp | 70.8%-18.3pp |
| Annual return | 8.10% | 15.57%-7.5pp | 1011.54%-1003.4pp | 17.84%-9.7pp |
| Employer contribution / active EE | $273 | $2,255-87.9% | $2,990-90.9% | $2,790-90.2% |
| Participant deferral / active EE | $2,306 | $3,069-24.9% | $3,911-41.0% | $4,249-45.7% |
| Admin fee / account holder | $27,643 | $4,334+537.8% | $5,894+369.0% | $8,951+208.8% |