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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 | $53,866 | $109,359-50.7% | $162,185-66.8% | $72,976-26.2% |
| Participation rate | 62.2% | 84.3%-22.1pp | 87.6%-25.4pp | 69.5%-7.3pp |
| Annual return | 13.83% | 25.46%-11.6pp | 115.61%-101.8pp | 81.02%-67.2pp |
| Employer contribution / active EE | $1,186 | $3,907-69.6% | $5,613-78.9% | $2,440-51.4% |
| Participant deferral / active EE | $5,039 | $5,481-8.1% | $7,297-30.9% | $3,608+39.7% |
| Admin fee / account holder | $9,307 | $7,972+16.7% | $10,844-14.2% | $5,124+81.6% |