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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 | $40,054 | $86,949-53.9% | $102,460-60.9% | $80,959-50.5% |
| Participation rate | 46.2% | 72.4%-26.2pp | 76.5%-30.4pp | 67.7%-21.5pp |
| Annual return | 9.88% | 18.89%-9.0pp | 29.47%-19.6pp | 35.67%-25.8pp |
| Employer contribution / active EE | $244 | $2,370-89.7% | $3,025-91.9% | $2,757-91.1% |
| Participant deferral / active EE | $2,453 | $4,121-40.5% | $5,056-51.5% | $4,300-43.0% |
| Admin fee / account holder | $6,165 | $8,048-23.4% | $9,460-34.8% | $6,925-11.0% |