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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 | $86,489 | $106,524-18.8% | $152,301-43.2% | $87,485-1.1% |
| Participation rate | 45.1% | 75.8%-30.7pp | 82.4%-37.4pp | 68.9%-23.8pp |
| Annual return | 10.90% | 26.89%-16.0pp | 80.50%-69.6pp | 26.06%-15.2pp |
| Employer contribution / active EE | $307 | $3,371-90.9% | $4,624-93.4% | $2,596-88.2% |
| Participant deferral / active EE | $2,856 | $6,525-56.2% | $8,004-64.3% | $4,274-33.2% |
| Admin fee / account holder | $1,124 | $8,287-86.4% | $14,398-92.2% | $7,775-85.5% |