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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 | $58,373 | $81,504-28.4% | $102,437-43.0% | $80,959-27.9% |
| Participation rate | 43.9% | 66.9%-22.9pp | 74.5%-30.6pp | 67.7%-23.8pp |
| Annual return | 8.67% | 25.60%-16.9pp | 24.95%-16.3pp | 35.67%-27.0pp |
| Employer contribution / active EE | $709 | $3,104-77.2% | $3,871-81.7% | $2,757-74.3% |
| Participant deferral / active EE | $2,714 | $3,871-29.9% | $5,060-46.4% | $4,300-36.9% |
| Admin fee / account holder | $2,914 | $6,719-56.6% | $8,388-65.3% | $6,925-57.9% |