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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 | $81,486 | $145,431-44.0% | $211,142-61.4% | $87,485-6.9% |
| Participation rate | 41.5% | 84.7%-43.3pp | 87.3%-45.8pp | 68.9%-27.5pp |
| Annual return | 7.78% | 27.21%-19.4pp | 46.84%-39.1pp | 26.06%-18.3pp |
| Employer contribution / active EE | $1,251 | $4,662-73.2% | $6,442-80.6% | $2,596-51.8% |
| Participant deferral / active EE | $3,810 | $6,859-44.4% | $9,284-59.0% | $4,274-10.8% |
| Admin fee / account holder | $5,101 | $17,052-70.1% | $19,076-73.3% | $7,775-34.4% |