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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 | $52,883 | $67,602-21.8% | $82,312-35.8% | $70,126-24.6% |
| Participation rate | 68.3% | 72.8%-4.5pp | 76.9%-8.6pp | 69.5%-1.3pp |
| Annual return | 12.09% | 21.57%-9.5pp | 25.88%-13.8pp | 73.15%-61.1pp |
| Employer contribution / active EE | $312 | $1,755-82.2% | $2,428-87.1% | $2,343-86.7% |
| Participant deferral / active EE | $2,081 | $2,987-30.3% | $3,706-43.8% | $3,332-37.5% |
| Admin fee / account holder | $2,869 | $4,512-36.4% | $5,608-48.8% | $4,645-38.3% |