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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 | $57,175 | $93,598-38.9% | $135,974-58.0% | $75,173-23.9% |
| Participation rate | 45.3% | 75.2%-29.9pp | 81.9%-36.6pp | 67.2%-21.9pp |
| Annual return | 14.66% | 30.89%-16.2pp | 68.30%-53.6pp | 160.72%-146.1pp |
| Employer contribution / active EE | $346 | $3,538-90.2% | $4,859-92.9% | $2,671-87.0% |
| Participant deferral / active EE | $2,533 | $6,405-60.5% | $7,760-67.4% | $4,126-38.6% |
| Admin fee / account holder | $2,704 | $6,978-61.3% | $10,767-74.9% | $5,651-52.2% |