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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 | $48,479 | $73,978-34.5% | $96,515-49.8% | $75,173-35.5% |
| Participation rate | 36.7% | 66.4%-29.7pp | 74.3%-37.6pp | 67.2%-30.5pp |
| Annual return | 7.73% | 26.72%-19.0pp | 35.73%-28.0pp | 160.72%-153.0pp |
| Employer contribution / active EE | $385 | $2,931-86.8% | $3,740-89.7% | $2,671-85.6% |
| Participant deferral / active EE | $1,484 | $3,660-59.5% | $4,880-69.6% | $4,126-64.0% |
| Admin fee / account holder | $3,499 | $5,219-33.0% | $6,735-48.1% | $5,651-38.1% |