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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 | $77,182 | $86,919-11.2% | $102,457-24.7% | $80,911-4.6% |
| Participation rate | 38.2% | 72.4%-34.1pp | 76.5%-38.3pp | 67.6%-29.4pp |
| Annual return | 7.83% | 18.90%-11.1pp | 29.41%-21.6pp | 35.63%-27.8pp |
| Employer contribution / active EE | $424 | $2,368-82.1% | $3,022-86.0% | $2,756-84.6% |
| Participant deferral / active EE | $2,152 | $4,119-47.7% | $5,054-57.4% | $4,297-49.9% |
| Admin fee / account holder | $1,097 | $8,049-86.4% | $9,451-88.4% | $6,935-84.2% |