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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 | $36,152 | $81,487-55.6% | $102,412-64.7% | $80,935-55.3% |
| Participation rate | 44.9% | 66.8%-21.9pp | 74.5%-29.6pp | 67.7%-22.7pp |
| Annual return | 10.17% | 25.60%-15.4pp | 24.94%-14.8pp | 35.66%-25.5pp |
| Employer contribution / active EE | $503 | $3,103-83.8% | $3,870-87.0% | $2,757-81.7% |
| Participant deferral / active EE | $2,042 | $3,871-47.2% | $5,060-59.6% | $4,299-52.5% |
| Admin fee / account holder | $2,436 | $6,717-63.7% | $8,388-71.0% | $6,924-64.8% |