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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 | $70,625 | $73,988-4.5% | $96,538-26.8% | $75,177-6.1% |
| Participation rate | 34.5% | 66.4%-31.9pp | 74.3%-39.9pp | 67.2%-32.7pp |
| Annual return | 12.73% | 26.73%-14.0pp | 35.74%-23.0pp | 160.75%-148.0pp |
| Employer contribution / active EE | $306 | $2,930-89.6% | $3,740-91.8% | $2,671-88.5% |
| Participant deferral / active EE | $2,863 | $3,660-21.8% | $4,880-41.3% | $4,126-30.6% |
| Admin fee / account holder | $2,977 | $5,220-43.0% | $6,737-55.8% | $5,651-47.3% |