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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 | $59,613 | $73,978-19.4% | $96,515-38.2% | $75,173-20.7% |
| Participation rate | 32.1% | 66.4%-34.3pp | 74.3%-42.2pp | 67.2%-35.1pp |
| Annual return | 10.93% | 26.72%-15.8pp | 35.73%-24.8pp | 160.72%-149.8pp |
| Employer contribution / active EE | $661 | $2,931-77.5% | $3,740-82.3% | $2,671-75.3% |
| Participant deferral / active EE | $2,381 | $3,660-35.0% | $4,880-51.2% | $4,126-42.3% |
| Admin fee / account holder | $1,403 | $5,219-73.1% | $6,735-79.2% | $5,651-75.2% |