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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 | $69,552 | $81,358-14.5% | $155,556-55.3% | $80,959-14.1% |
| Participation rate | 13.6% | 66.3%-52.7pp | 78.2%-64.7pp | 67.7%-54.1pp |
| Annual return | 10.20% | 33.39%-23.2pp | 64.84%-54.6pp | 35.67%-25.5pp |
| Employer contribution / active EE | $376 | $3,106-87.9% | $4,675-92.0% | $2,757-86.4% |
| Participant deferral / active EE | $1,095 | $3,455-68.3% | $5,631-80.6% | $4,300-74.5% |
| Admin fee / account holder | $1,828 | $7,994-77.1% | $15,885-88.5% | $6,925-73.6% |