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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 | $65,947 | $73,988-10.9% | $96,538-31.7% | $75,177-12.3% |
| Participation rate | 38.5% | 66.4%-28.0pp | 74.3%-35.9pp | 67.2%-28.7pp |
| Annual return | 8.88% | 26.73%-17.8pp | 35.74%-26.9pp | 160.75%-151.9pp |
| Employer contribution / active EE | $400 | $2,930-86.3% | $3,740-89.3% | $2,671-85.0% |
| Participant deferral / active EE | $2,455 | $3,660-32.9% | $4,880-49.7% | $4,126-40.5% |
| Admin fee / account holder | $835 | $5,220-84.0% | $6,737-87.6% | $5,651-85.2% |