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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 | $74,607 | $106,524-30.0% | $152,301-51.0% | $87,485-14.7% |
| Participation rate | 55.2% | 75.8%-20.6pp | 82.4%-27.3pp | 68.9%-13.8pp |
| Annual return | 13.32% | 26.89%-13.6pp | 80.50%-67.2pp | 26.06%-12.7pp |
| Employer contribution / active EE | $133 | $3,371-96.1% | $4,624-97.1% | $2,596-94.9% |
| Participant deferral / active EE | $3,194 | $6,525-51.1% | $8,004-60.1% | $4,274-25.3% |
| Admin fee / account holder | $2,822 | $8,287-65.9% | $14,398-80.4% | $7,775-63.7% |