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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 | $54,642 | $97,550-44.0% | $120,344-54.6% | $87,485-37.5% |
| Participation rate | 26.2% | 72.8%-46.7pp | 76.7%-50.6pp | 68.9%-42.8pp |
| Annual return | 11.76% | 18.41%-6.7pp | 20.30%-8.5pp | 26.06%-14.3pp |
| Employer contribution / active EE | $614 | $2,291-73.2% | $3,020-79.7% | $2,596-76.4% |
| Participant deferral / active EE | $2,058 | $4,230-51.4% | $5,135-59.9% | $4,274-51.9% |
| Admin fee / account holder | $7,067 | $9,543-25.9% | $12,742-44.5% | $7,775-9.1% |