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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 | $52,706 | $65,367-19.4% | $92,915-43.3% | $72,976-27.8% |
| Participation rate | 51.3% | 68.3%-17.0pp | 76.0%-24.7pp | 69.5%-18.2pp |
| Annual return | 13.01% | 42.11%-29.1pp | 109.45%-96.4pp | 81.02%-68.0pp |
| Employer contribution / active EE | $460 | $2,594-82.3% | $3,653-87.4% | $2,440-81.2% |
| Participant deferral / active EE | $2,479 | $3,128-20.8% | $4,238-41.5% | $3,608-31.3% |
| Admin fee / account holder | $477 | $4,251-88.8% | $5,796-91.8% | $5,124-90.7% |