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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 | $51,150 | $86,949-41.2% | $102,460-50.1% | $80,959-36.8% |
| Participation rate | 44.3% | 72.4%-28.1pp | 76.5%-32.2pp | 67.7%-23.4pp |
| Annual return | 10.01% | 18.89%-8.9pp | 29.47%-19.5pp | 35.67%-25.7pp |
| Employer contribution / active EE | $693 | $2,370-70.7% | $3,025-77.1% | $2,757-74.9% |
| Participant deferral / active EE | $1,891 | $4,121-54.1% | $5,056-62.6% | $4,300-56.0% |
| Admin fee / account holder | $1,349 | $8,048-83.2% | $9,460-85.7% | $6,925-80.5% |