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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 | $54,555 | $67,602-19.3% | $82,312-33.7% | $70,126-22.2% |
| Participation rate | 47.3% | 72.8%-25.5pp | 76.9%-29.6pp | 69.5%-22.3pp |
| Annual return | 10.64% | 21.57%-10.9pp | 25.88%-15.2pp | 73.15%-62.5pp |
| Employer contribution / active EE | $124 | $1,755-92.9% | $2,428-94.9% | $2,343-94.7% |
| Participant deferral / active EE | $1,680 | $2,987-43.8% | $3,706-54.7% | $3,332-49.6% |
| Admin fee / account holder | $2,263 | $4,512-49.8% | $5,608-59.7% | $4,645-51.3% |