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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 | $65,564 | $86,938-24.6% | $102,423-36.0% | $80,925-19.0% |
| Participation rate | 45.3% | 72.4%-27.1pp | 76.5%-31.2pp | 67.7%-22.3pp |
| Annual return | 9.61% | 18.89%-9.3pp | 29.42%-19.8pp | 35.65%-26.0pp |
| Employer contribution / active EE | $669 | $2,369-71.8% | $3,023-77.9% | $2,756-75.7% |
| Participant deferral / active EE | $1,857 | $4,120-54.9% | $5,054-63.3% | $4,299-56.8% |
| Admin fee / account holder | $3,750 | $8,053-53.4% | $9,455-60.3% | $6,940-46.0% |