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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 | $72,956 | $108,825-33.0% | $156,181-53.3% | $82,448-11.5% |
| Participation rate | 45.3% | 72.4%-27.0pp | 78.8%-33.5pp | 68.1%-22.7pp |
| Annual return | 12.36% | 20.59%-8.2pp | 64.87%-52.5pp | 41.64%-29.3pp |
| Employer contribution / active EE | $331 | $2,870-88.5% | $4,294-92.3% | $2,551-87.0% |
| Participant deferral / active EE | $2,510 | $4,577-45.2% | $6,132-59.1% | $4,139-39.4% |
| Admin fee / account holder | $4,632 | $9,341-50.4% | $14,586-68.2% | $7,234-36.0% |