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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 | $46,542 | $81,476-42.9% | $102,383-54.5% | $80,925-42.5% |
| Participation rate | 68.6% | 66.8%+1.7pp | 74.5%-5.9pp | 67.7%+0.9pp |
| Annual return | 7.76% | 25.59%-17.8pp | 24.94%-17.2pp | 35.65%-27.9pp |
| Employer contribution / active EE | $741 | $3,105-76.1% | $3,870-80.8% | $2,756-73.1% |
| Participant deferral / active EE | $3,800 | $3,871-1.8% | $5,060-24.9% | $4,299-11.6% |
| Admin fee / account holder | $29,004 | $6,717+331.8% | $8,391+245.6% | $6,940+317.9% |