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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 | $75,147 | $86,919-13.5% | $102,457-26.7% | $80,911-7.1% |
| Participation rate | 41.3% | 72.4%-31.1pp | 76.5%-35.2pp | 67.6%-26.4pp |
| Annual return | 8.14% | 18.90%-10.8pp | 29.41%-21.3pp | 35.63%-27.5pp |
| Employer contribution / active EE | $324 | $2,368-86.3% | $3,022-89.3% | $2,756-88.2% |
| Participant deferral / active EE | $1,995 | $4,119-51.6% | $5,054-60.5% | $4,297-53.6% |
| Admin fee / account holder | $3,747 | $8,049-53.4% | $9,451-60.4% | $6,935-46.0% |