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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 | $56,599 | $86,949-34.9% | $102,460-44.8% | $80,959-30.1% |
| Participation rate | 37.9% | 72.4%-34.5pp | 76.5%-38.6pp | 67.7%-29.7pp |
| Annual return | 9.54% | 18.89%-9.4pp | 29.47%-19.9pp | 35.67%-26.1pp |
| Employer contribution / active EE | $288 | $2,370-87.8% | $3,025-90.5% | $2,757-89.6% |
| Participant deferral / active EE | $2,518 | $4,121-38.9% | $5,056-50.2% | $4,300-41.5% |
| Admin fee / account holder | $1,333 | $8,048-83.4% | $9,460-85.9% | $6,925-80.7% |