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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 | $63,976 | $71,230-10.2% | $93,727-31.7% | $80,959-21.0% |
| Participation rate | 21.3% | 60.4%-39.1pp | 68.7%-47.4pp | 67.7%-46.4pp |
| Annual return | 9.95% | 11.26%-1.3pp | 133.83%-123.9pp | 35.67%-25.7pp |
| Employer contribution / active EE | $118 | $1,565-92.4% | $2,421-95.1% | $2,757-95.7% |
| Participant deferral / active EE | $2,364 | $4,037-41.4% | $4,417-46.5% | $4,300-45.0% |
| Admin fee / account holder | $3,750 | $6,961-46.1% | $8,292-54.8% | $6,925-45.8% |