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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 | $72,516 | $83,898-13.6% | $133,346-45.6% | $94,015-22.9% |
| Participation rate | 59.3% | 63.4%-4.1pp | 72.8%-13.6pp | 70.8%-11.6pp |
| Annual return | 9.47% | 16.00%-6.5pp | 36.85%-27.4pp | 17.84%-8.4pp |
| Employer contribution / active EE | $144 | $1,821-92.1% | $2,853-95.0% | $2,790-94.8% |
| Participant deferral / active EE | $3,270 | $3,245+0.8% | $4,332-24.5% | $4,249-23.1% |
| Admin fee / account holder | $1,132 | $7,809-85.5% | $14,264-92.1% | $8,951-87.4% |