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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 | $100,194-27.5% | $122,979-40.9% | $86,983-16.5% |
| Participation rate | 46.6% | 73.0%-26.4pp | 77.2%-30.6pp | 69.5%-23.0pp |
| Annual return | 5.31% | 16.47%-11.2pp | 20.12%-14.8pp | 25.83%-20.5pp |
| Employer contribution / active EE | $364 | $2,326-84.3% | $3,062-88.1% | $2,584-85.9% |
| Participant deferral / active EE | $2,422 | $4,133-41.4% | $5,003-51.6% | $4,194-42.2% |
| Admin fee / account holder | $5,543 | $10,148-45.4% | $12,864-56.9% | $7,856-29.4% |