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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 | $46,755 | $65,367-28.5% | $92,915-49.7% | $72,976-35.9% |
| Participation rate | 58.7% | 68.3%-9.6pp | 76.0%-17.3pp | 69.5%-10.8pp |
| Annual return | 12.43% | 42.11%-29.7pp | 109.45%-97.0pp | 81.02%-68.6pp |
| Employer contribution / active EE | $458 | $2,594-82.3% | $3,653-87.5% | $2,440-81.2% |
| Participant deferral / active EE | $3,228 | $3,128+3.2% | $4,238-23.8% | $3,608-10.5% |
| Admin fee / account holder | $4,003 | $4,251-5.8% | $5,796-30.9% | $5,124-21.9% |