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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 | $79,082 | $71,230+11.0% | $93,727-15.6% | $80,959-2.3% |
| Participation rate | 34.9% | 60.4%-25.5pp | 68.7%-33.8pp | 67.7%-32.7pp |
| Annual return | 8.09% | 11.26%-3.2pp | 133.83%-125.7pp | 35.67%-27.6pp |
| Employer contribution / active EE | $323 | $1,565-79.4% | $2,421-86.7% | $2,757-88.3% |
| Participant deferral / active EE | $1,250 | $4,037-69.0% | $4,417-71.7% | $4,300-70.9% |
| Admin fee / account holder | $1,604 | $6,961-77.0% | $8,292-80.7% | $6,925-76.8% |