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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 | $35,097 | $49,024-28.4% | $112,860-68.9% | $87,485-59.9% |
| Participation rate | 53.1% | 62.2%-9.0pp | 66.3%-13.2pp | 68.9%-15.8pp |
| Annual return | 11.97% | 43.86%-31.9pp | 35.26%-23.3pp | 26.06%-14.1pp |
| Employer contribution / active EE | $0 | $1,290-100.0% | $2,206-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,596 | $2,209-27.7% | $3,493-54.3% | $4,274-62.6% |
| Admin fee / account holder | $1,326 | $6,266-78.8% | $6,841-80.6% | $7,775-82.9% |