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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 | $51,108 | $81,504-37.3% | $102,437-50.1% | $80,959-36.9% |
| Participation rate | 58.3% | 66.9%-8.5pp | 74.5%-16.2pp | 67.7%-9.3pp |
| Annual return | 9.90% | 25.60%-15.7pp | 24.95%-15.1pp | 35.67%-25.8pp |
| Employer contribution / active EE | $787 | $3,104-74.6% | $3,871-79.7% | $2,757-71.5% |
| Participant deferral / active EE | $2,270 | $3,871-41.3% | $5,060-55.1% | $4,300-47.2% |
| Admin fee / account holder | $705 | $6,719-89.5% | $8,388-91.6% | $6,925-89.8% |