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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 | $64,376 | $81,504-21.0% | $102,437-37.2% | $80,959-20.5% |
| Participation rate | 40.4% | 66.9%-26.5pp | 74.5%-34.1pp | 67.7%-27.3pp |
| Annual return | 9.93% | 25.60%-15.7pp | 24.95%-15.0pp | 35.67%-25.7pp |
| Employer contribution / active EE | $459 | $3,104-85.2% | $3,871-88.1% | $2,757-83.4% |
| Participant deferral / active EE | $2,741 | $3,871-29.2% | $5,060-45.8% | $4,300-36.3% |
| Admin fee / account holder | $870 | $6,719-87.1% | $8,388-89.6% | $6,925-87.4% |