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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 | $40,253 | $81,504-50.6% | $102,437-60.7% | $80,959-50.3% |
| Participation rate | 50.0% | 66.9%-16.9pp | 74.5%-24.5pp | 67.7%-17.7pp |
| Annual return | 9.41% | 25.60%-16.2pp | 24.95%-15.5pp | 35.67%-26.3pp |
| Employer contribution / active EE | $600 | $3,104-80.7% | $3,871-84.5% | $2,757-78.2% |
| Participant deferral / active EE | $2,607 | $3,871-32.6% | $5,060-48.5% | $4,300-39.4% |
| Admin fee / account holder | $2,758 | $6,719-59.0% | $8,388-67.1% | $6,925-60.2% |