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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 | $72,620 | $95,404-23.9% | $113,397-36.0% | $82,637-12.1% |
| Participation rate | 46.6% | 72.8%-26.3pp | 76.5%-29.9pp | 68.1%-21.5pp |
| Annual return | 5.31% | 19.08%-13.8pp | 23.20%-17.9pp | 53.51%-48.2pp |
| Employer contribution / active EE | $364 | $2,307-84.2% | $2,977-87.8% | $2,552-85.7% |
| Participant deferral / active EE | $2,422 | $4,220-42.6% | $5,076-52.3% | $4,126-41.3% |
| Admin fee / account holder | $5,543 | $9,168-39.5% | $11,957-53.6% | $7,339-24.5% |