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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 | $42,681 | $87,166-51.0% | $76,735-44.4% | $137,256-68.9% |
| Participation rate | 14.3% | 74.4%-60.1pp | 69.5%-55.2pp | 80.0%-65.7pp |
| Annual return | 3.10% | 26.50%-23.4pp | 29.77%-26.7pp | 220.34%-217.2pp |
| Employer contribution / active EE | $460 | $2,904-84.2% | $2,454-81.3% | $4,156-88.9% |
| Participant deferral / active EE | $1,150 | $4,726-75.7% | $4,088-71.9% | $6,407-82.1% |
| Admin fee / account holder | $2,076 | $8,403-75.3% | $7,189-71.1% | $12,270-83.1% |