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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 | $62,787 | $79,955-21.5% | $98,461-36.2% | $75,173-16.5% |
| Participation rate | 44.7% | 70.4%-25.7pp | 75.2%-30.5pp | 67.2%-22.5pp |
| Annual return | 11.02% | 19.75%-8.7pp | 21.17%-10.2pp | 160.72%-149.7pp |
| Employer contribution / active EE | $320 | $2,264-85.9% | $3,049-89.5% | $2,671-88.0% |
| Participant deferral / active EE | $2,468 | $3,752-34.2% | $4,738-47.9% | $4,126-40.2% |
| Admin fee / account holder | $2,808 | $6,841-59.0% | $8,961-68.7% | $5,651-50.3% |