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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 | $61,663 | $67,602-8.8% | $82,312-25.1% | $70,126-12.1% |
| Participation rate | 47.1% | 72.8%-25.7pp | 76.9%-29.8pp | 69.5%-22.5pp |
| Annual return | 9.04% | 21.57%-12.5pp | 25.88%-16.8pp | 73.15%-64.1pp |
| Employer contribution / active EE | $350 | $1,755-80.1% | $2,428-85.6% | $2,343-85.1% |
| Participant deferral / active EE | $2,230 | $2,987-25.3% | $3,706-39.8% | $3,332-33.1% |
| Admin fee / account holder | $15,556 | $4,512+244.8% | $5,608+177.4% | $4,645+234.9% |