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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 | $50,907 | $81,457-37.5% | $103,378-50.8% | $80,911-37.1% |
| Participation rate | 8.7% | 66.8%-58.2pp | 74.5%-65.8pp | 67.6%-59.0pp |
| Annual return | 10.13% | 25.58%-15.4pp | 24.91%-14.8pp | 35.63%-25.5pp |
| Employer contribution / active EE | $504 | $3,107-83.8% | $3,870-87.0% | $2,756-81.7% |
| Participant deferral / active EE | $1,656 | $3,871-57.2% | $5,058-67.3% | $4,297-61.5% |
| Admin fee / account holder | $732 | $6,717-89.1% | $8,401-91.3% | $6,935-89.4% |