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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 | $56,437 | $86,949-35.1% | $102,460-44.9% | $80,959-30.3% |
| Participation rate | 42.0% | 72.4%-30.4pp | 76.5%-34.5pp | 67.7%-25.7pp |
| Annual return | 7.79% | 18.89%-11.1pp | 29.47%-21.7pp | 35.67%-27.9pp |
| Employer contribution / active EE | $305 | $2,370-87.1% | $3,025-89.9% | $2,757-88.9% |
| Participant deferral / active EE | $2,164 | $4,121-47.5% | $5,056-57.2% | $4,300-49.7% |
| Admin fee / account holder | $6,153 | $8,048-23.5% | $9,460-35.0% | $6,925-11.2% |