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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 | $68,800 | $86,938-20.9% | $102,423-32.8% | $80,925-15.0% |
| Participation rate | 40.0% | 72.4%-32.4pp | 76.5%-36.5pp | 67.7%-27.7pp |
| Annual return | 9.03% | 18.89%-9.9pp | 29.42%-20.4pp | 35.65%-26.6pp |
| Employer contribution / active EE | $446 | $2,369-81.2% | $3,023-85.2% | $2,756-83.8% |
| Participant deferral / active EE | $2,230 | $4,120-45.9% | $5,054-55.9% | $4,299-48.1% |
| Admin fee / account holder | $15,109 | $8,053+87.6% | $9,455+59.8% | $6,940+117.7% |