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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 | $44,972 | $72,492-38.0% | $87,102-48.4% | $72,983-38.4% |
| Participation rate | 69.1% | 72.8%-3.7pp | 76.9%-7.8pp | 69.5%-0.4pp |
| Annual return | 15.41% | 24.46%-9.0pp | 28.19%-12.8pp | 81.01%-65.6pp |
| Employer contribution / active EE | $236 | $1,894-87.5% | $2,521-90.6% | $2,440-90.3% |
| Participant deferral / active EE | $2,556 | $3,270-21.8% | $4,048-36.9% | $3,608-29.1% |
| Admin fee / account holder | $6,296 | $5,055+24.6% | $7,491-16.0% | $5,124+22.9% |