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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 | $42,826 | $123,793-65.4% | $177,848-75.9% | $79,856-46.4% |
| Participation rate | 68.6% | 84.7%-16.1pp | 87.7%-19.1pp | 69.6%-1.1pp |
| Annual return | 8.46% | 22.82%-14.4pp | 48.33%-39.9pp | 31.71%-23.2pp |
| Employer contribution / active EE | $1,136 | $4,095-72.3% | $5,919-80.8% | $2,471-54.0% |
| Participant deferral / active EE | $4,545 | $5,956-23.7% | $7,714-41.1% | $3,741+21.5% |
| Admin fee / account holder | $6,204 | $7,243-14.3% | $12,431-50.1% | $5,306+16.9% |