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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 | $46,475 | $109,359-57.5% | $162,177-71.3% | $72,975-36.3% |
| Participation rate | 68.0% | 84.3%-16.3pp | 87.6%-19.6pp | 69.5%-1.5pp |
| Annual return | 12.67% | 25.46%-12.8pp | 115.60%-102.9pp | 81.01%-68.3pp |
| Employer contribution / active EE | $737 | $3,907-81.1% | $5,613-86.9% | $2,440-69.8% |
| Participant deferral / active EE | $3,138 | $5,481-42.8% | $7,297-57.0% | $3,608-13.0% |
| Admin fee / account holder | $1,115 | $7,972-86.0% | $10,843-89.7% | $5,124-78.2% |