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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 | $45,299 | $81,504-44.4% | $102,437-55.8% | $80,959-44.0% |
| Participation rate | 65.6% | 66.9%-1.2pp | 74.5%-8.9pp | 67.7%-2.0pp |
| Annual return | 9.23% | 25.60%-16.4pp | 24.95%-15.7pp | 35.67%-26.4pp |
| Employer contribution / active EE | $446 | $3,104-85.6% | $3,871-88.5% | $2,757-83.8% |
| Participant deferral / active EE | $3,950 | $3,871+2.1% | $5,060-21.9% | $4,300-8.1% |
| Admin fee / account holder | $4,033 | $6,719-40.0% | $8,388-51.9% | $6,925-41.8% |