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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 | $68,293 | $88,672-23.0% | $105,223-35.1% | $82,448-17.2% |
| Participation rate | 42.9% | 67.9%-25.1pp | 75.0%-32.2pp | 68.1%-25.2pp |
| Annual return | 12.78% | 30.86%-18.1pp | 180.65%-167.9pp | 41.64%-28.9pp |
| Employer contribution / active EE | $326 | $3,048-89.3% | $3,689-91.2% | $2,551-87.2% |
| Participant deferral / active EE | $1,789 | $4,036-55.7% | $5,072-64.7% | $4,139-56.8% |
| Admin fee / account holder | $688 | $7,146-90.4% | $8,859-92.2% | $7,234-90.5% |