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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 | $50,498 | $61,390-17.7% | $112,228-55.0% | $75,177-32.8% |
| Participation rate | 42.5% | 61.6%-19.1pp | 72.4%-29.9pp | 67.2%-24.7pp |
| Annual return | 11.67% | 28.47%-16.8pp | 30.23%-18.6pp | 160.75%-149.1pp |
| Employer contribution / active EE | $351 | $2,015-82.6% | $3,432-89.8% | $2,671-86.9% |
| Participant deferral / active EE | $1,403 | $3,108-54.9% | $4,800-70.8% | $4,126-66.0% |
| Admin fee / account holder | $3,561 | $4,862-26.8% | $7,752-54.1% | $5,651-37.0% |