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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 | $45,014 | $73,955-39.1% | $96,520-53.4% | $75,181-40.1% |
| Participation rate | 65.7% | 66.4%-0.7pp | 74.3%-8.6pp | 67.2%-1.5pp |
| Annual return | 10.48% | 26.72%-16.2pp | 35.72%-25.2pp | 160.69%-150.2pp |
| Employer contribution / active EE | $432 | $2,930-85.2% | $3,739-88.4% | $2,671-83.8% |
| Participant deferral / active EE | $3,421 | $3,659-6.5% | $4,879-29.9% | $4,126-17.1% |
| Admin fee / account holder | $3,994 | $5,217-23.4% | $6,733-40.7% | $5,650-29.3% |