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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 | $68,831 | $81,331-15.4% | $155,534-55.7% | $80,935-15.0% |
| Participation rate | 22.4% | 66.3%-43.8pp | 78.2%-55.8pp | 67.7%-45.2pp |
| Annual return | 8.93% | 33.37%-24.4pp | 64.92%-56.0pp | 35.66%-26.7pp |
| Employer contribution / active EE | $379 | $3,105-87.8% | $4,675-91.9% | $2,757-86.3% |
| Participant deferral / active EE | $1,252 | $3,454-63.7% | $5,630-77.8% | $4,299-70.9% |
| Admin fee / account holder | $1,168 | $7,999-85.4% | $15,900-92.7% | $6,924-83.1% |