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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 | $41,463 | $73,787-43.8% | $98,716-58.0% | $82,448-49.7% |
| Participation rate | 57.1% | 61.4%-4.3pp | 69.3%-12.2pp | 68.1%-10.9pp |
| Annual return | 10.58% | 18.57%-8.0pp | 31.81%-21.2pp | 41.64%-31.1pp |
| Employer contribution / active EE | $295 | $1,511-80.4% | $2,279-87.0% | $2,551-88.4% |
| Participant deferral / active EE | $2,056 | $3,081-33.3% | $4,048-49.2% | $4,139-50.3% |
| Admin fee / account holder | $13,507 | $6,500+107.8% | $8,703+55.2% | $7,234+86.7% |