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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 | $47,171 | $81,476-42.1% | $102,383-53.9% | $80,925-41.7% |
| Participation rate | 69.0% | 66.8%+2.1pp | 74.5%-5.5pp | 67.7%+1.3pp |
| Annual return | 9.14% | 25.59%-16.5pp | 24.94%-15.8pp | 35.65%-26.5pp |
| Employer contribution / active EE | $342 | $3,105-89.0% | $3,870-91.2% | $2,756-87.6% |
| Participant deferral / active EE | $2,586 | $3,871-33.2% | $5,060-48.9% | $4,299-39.8% |
| Admin fee / account holder | $1,385 | $6,717-79.4% | $8,391-83.5% | $6,940-80.0% |