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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 | $53,430 | $81,504-34.4% | $102,437-47.8% | $80,959-34.0% |
| Participation rate | 58.3% | 66.9%-8.5pp | 74.5%-16.2pp | 67.7%-9.3pp |
| Annual return | 9.64% | 25.60%-16.0pp | 24.95%-15.3pp | 35.67%-26.0pp |
| Employer contribution / active EE | $542 | $3,104-82.5% | $3,871-86.0% | $2,757-80.4% |
| Participant deferral / active EE | $1,898 | $3,871-51.0% | $5,060-62.5% | $4,300-55.9% |
| Admin fee / account holder | $3,536 | $6,719-47.4% | $8,388-57.8% | $6,925-48.9% |