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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 | $73,563 | $86,940-15.4% | $102,434-28.2% | $80,935-9.1% |
| Participation rate | 33.7% | 72.4%-38.7pp | 76.5%-42.8pp | 67.7%-34.0pp |
| Annual return | 8.50% | 18.89%-10.4pp | 29.46%-21.0pp | 35.66%-27.2pp |
| Employer contribution / active EE | $59 | $2,370-97.5% | $3,023-98.1% | $2,757-97.9% |
| Participant deferral / active EE | $2,532 | $4,121-38.6% | $5,055-49.9% | $4,299-41.1% |
| Admin fee / account holder | $9,246 | $8,047+14.9% | $9,462-2.3% | $6,924+33.5% |