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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 | $62,318 | $72,269-13.8% | $101,271-38.5% | $79,852-22.0% |
| Participation rate | 17.5% | 68.5%-51.0pp | 75.8%-58.3pp | 69.6%-52.1pp |
| Annual return | 9.65% | 22.29%-12.6pp | 46.48%-36.8pp | 31.72%-22.1pp |
| Employer contribution / active EE | $582 | $2,692-78.4% | $3,660-84.1% | $2,471-76.4% |
| Participant deferral / active EE | $1,683 | $3,282-48.7% | $4,371-61.5% | $3,740-55.0% |
| Admin fee / account holder | $569 | $4,401-87.1% | $5,948-90.4% | $5,306-89.3% |