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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 | $53,440 | $88,707-39.8% | $74,184-28.0% | $273,972-80.5% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 1.99% | 11.94%-9.9pp | 17.74%-15.7pp | 41.46%-39.5pp |
| Employer contribution / active EE | -$1,574 | $3,159-149.8% | $2,370-166.4% | $4,869-132.3% |
| Participant deferral / active EE | $2,470 | $4,212-41.4% | $3,550-30.4% | $5,287-53.3% |
| Admin fee / account holder | $5,596 | $8,717-35.8% | $5,586+0.2% | $10,133-44.8% |