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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 | $86,940-13.6% | $102,434-26.6% | $80,935-7.2% |
| Participation rate | 41.3% | 72.4%-31.1pp | 76.5%-35.3pp | 67.7%-26.4pp |
| Annual return | 8.14% | 18.89%-10.8pp | 29.46%-21.3pp | 35.66%-27.5pp |
| Employer contribution / active EE | $324 | $2,370-86.3% | $3,023-89.3% | $2,757-88.2% |
| Participant deferral / active EE | $1,995 | $4,121-51.6% | $5,055-60.5% | $4,299-53.6% |
| Admin fee / account holder | $3,747 | $8,047-53.4% | $9,462-60.4% | $6,924-45.9% |