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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 | $59,681 | $117,846-49.4% | $102,434-41.7% | $145,884-59.1% |
| Participation rate | 36.4% | 78.6%-42.3pp | 76.5%-40.1pp | 80.3%-43.9pp |
| Annual return | 8.22% | 31.90%-23.7pp | 29.46%-21.2pp | 551.85%-543.6pp |
| Employer contribution / active EE | $761 | $3,615-78.9% | $3,023-74.8% | $4,662-83.7% |
| Participant deferral / active EE | $2,316 | $5,733-59.6% | $5,055-54.2% | $6,690-65.4% |
| Admin fee / account holder | $9,982 | $13,356-25.3% | $9,462+5.5% | $13,392-25.5% |