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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 | $44,530 | $86,940-48.8% | $102,434-56.5% | $80,935-45.0% |
| Participation rate | 59.6% | 72.4%-12.7pp | 76.5%-16.9pp | 67.7%-8.0pp |
| Annual return | 10.36% | 18.89%-8.5pp | 29.46%-19.1pp | 35.66%-25.3pp |
| Employer contribution / active EE | $662 | $2,370-72.1% | $3,023-78.1% | $2,757-76.0% |
| Participant deferral / active EE | $2,057 | $4,121-50.1% | $5,055-59.3% | $4,299-52.2% |
| Admin fee / account holder | $3,241 | $8,047-59.7% | $9,462-65.7% | $6,924-53.2% |