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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 | $70,680 | $106,864-33.9% | $147,318-52.0% | $82,637-14.5% |
| Participation rate | 47.5% | 75.5%-28.0pp | 82.1%-34.6pp | 68.1%-20.6pp |
| Annual return | 12.70% | 27.49%-14.8pp | 70.43%-57.7pp | 53.51%-40.8pp |
| Employer contribution / active EE | $376 | $3,417-89.0% | $4,593-91.8% | $2,552-85.3% |
| Participant deferral / active EE | $2,575 | $6,496-60.4% | $7,906-67.4% | $4,126-37.6% |
| Admin fee / account holder | $420 | $8,415-95.0% | $13,708-96.9% | $7,339-94.3% |