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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 | $41,157 | $66,764-38.4% | $88,497-53.5% | $62,881-34.5% |
| Participation rate | 69.2% | 77.3%-8.0pp | 82.4%-13.2pp | 69.3%-0.1pp |
| Annual return | 4.60% | 10.37%-5.8pp | 7.63%-3.0pp | 20.14%-15.5pp |
| Employer contribution / active EE | $493 | $3,077-84.0% | $4,036-87.8% | $2,281-78.4% |
| Participant deferral / active EE | $1,876 | $3,976-52.8% | $4,899-61.7% | $3,203-41.4% |
| Admin fee / account holder | $2,865 | $4,668-38.6% | $6,220-53.9% | $4,296-33.3% |