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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 | $63,217 | $57,828+9.3% | $117,039-46.0% | $70,126-9.9% |
| Participation rate | 27.4% | 67.1%-39.7pp | 77.2%-49.8pp | 69.5%-42.1pp |
| Annual return | 5.16% | 17.55%-12.4pp | 18.95%-13.8pp | 73.15%-68.0pp |
| Employer contribution / active EE | $482 | $1,816-73.5% | $3,785-87.3% | $2,343-79.4% |
| Participant deferral / active EE | $1,111 | $2,438-54.4% | $3,929-71.7% | $3,332-66.7% |
| Admin fee / account holder | $3,323 | $3,548-6.4% | $5,974-44.4% | $4,645-28.5% |