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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 | $95,453-42.8% | $112,040-51.2% | $82,448-33.7% |
| Participation rate | 26.2% | 72.8%-46.6pp | 76.5%-50.3pp | 68.1%-41.9pp |
| Annual return | 11.76% | 23.92%-12.2pp | 24.52%-12.8pp | 41.64%-29.9pp |
| Employer contribution / active EE | $614 | $2,318-73.5% | $2,954-79.2% | $2,551-75.9% |
| Participant deferral / active EE | $2,058 | $4,224-51.3% | $5,098-59.6% | $4,139-50.3% |
| Admin fee / account holder | $7,067 | $9,013-21.6% | $12,098-41.6% | $7,234-2.3% |