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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 | $66,326 | $81,487-18.6% | $102,412-35.2% | $80,935-18.1% |
| Participation rate | 48.8% | 66.8%-18.1pp | 74.5%-25.7pp | 67.7%-18.9pp |
| Annual return | 10.40% | 25.60%-15.2pp | 24.94%-14.5pp | 35.66%-25.3pp |
| Employer contribution / active EE | $466 | $3,103-85.0% | $3,870-88.0% | $2,757-83.1% |
| Participant deferral / active EE | $4,355 | $3,871+12.5% | $5,060-13.9% | $4,299+1.3% |
| Admin fee / account holder | $2,054 | $6,717-69.4% | $8,388-75.5% | $6,924-70.3% |