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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 | $40,277 | $81,276-50.4% | $155,574-74.1% | $80,925-50.2% |
| Participation rate | 51.9% | 66.2%-14.4pp | 78.2%-26.4pp | 67.7%-15.8pp |
| Annual return | 9.49% | 33.36%-23.9pp | 64.87%-55.4pp | 35.65%-26.2pp |
| Employer contribution / active EE | $376 | $3,103-87.9% | $4,676-92.0% | $2,756-86.4% |
| Participant deferral / active EE | $2,779 | $3,453-19.5% | $5,629-50.6% | $4,299-35.4% |
| Admin fee / account holder | $1,061 | $7,993-86.7% | $15,914-93.3% | $6,940-84.7% |