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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 | $53,208 | $72,027-26.1% | $185,861-71.4% | $79,856-33.4% |
| Participation rate | 40.3% | 65.8%-25.4pp | 78.0%-37.7pp | 69.6%-29.3pp |
| Annual return | 11.23% | 23.13%-11.9pp | 35.96%-24.7pp | 31.71%-20.5pp |
| Employer contribution / active EE | $300 | $1,965-84.7% | $4,088-92.7% | $2,471-87.9% |
| Participant deferral / active EE | $1,648 | $3,780-56.4% | $5,634-70.8% | $3,741-55.9% |
| Admin fee / account holder | $960 | $4,513-78.7% | $9,503-89.9% | $5,306-81.9% |