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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 | $72,443 | $81,457-11.1% | $103,378-29.9% | $80,911-10.5% |
| Participation rate | 16.7% | 66.8%-50.2pp | 74.5%-57.8pp | 67.6%-51.0pp |
| Annual return | 9.41% | 25.58%-16.2pp | 24.91%-15.5pp | 35.63%-26.2pp |
| Employer contribution / active EE | $506 | $3,107-83.7% | $3,870-86.9% | $2,756-81.6% |
| Participant deferral / active EE | $2,348 | $3,871-39.3% | $5,058-53.6% | $4,297-45.3% |
| Admin fee / account holder | $1,257 | $6,717-81.3% | $8,401-85.0% | $6,935-81.9% |