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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 | $70,934 | $89,259-20.5% | $107,187-33.8% | $82,637-14.2% |
| Participation rate | 48.6% | 67.9%-19.4pp | 75.0%-26.4pp | 68.1%-19.5pp |
| Annual return | 11.70% | 21.02%-9.3pp | 204.55%-192.8pp | 53.51%-41.8pp |
| Employer contribution / active EE | $730 | $3,080-76.3% | $3,782-80.7% | $2,552-71.4% |
| Participant deferral / active EE | $1,811 | $4,037-55.1% | $5,096-64.5% | $4,126-56.1% |
| Admin fee / account holder | $7,040 | $7,381-4.6% | $9,162-23.2% | $7,339-4.1% |