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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 | $52,581 | $73,988-28.9% | $96,538-45.5% | $75,177-30.1% |
| Participation rate | 29.8% | 66.4%-36.6pp | 74.3%-44.5pp | 67.2%-37.4pp |
| Annual return | 12.23% | 26.73%-14.5pp | 35.74%-23.5pp | 160.75%-148.5pp |
| Employer contribution / active EE | $470 | $2,930-84.0% | $3,740-87.4% | $2,671-82.4% |
| Participant deferral / active EE | $1,689 | $3,660-53.9% | $4,880-65.4% | $4,126-59.1% |
| Admin fee / account holder | $1,995 | $5,220-61.8% | $6,737-70.4% | $5,651-64.7% |