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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 | $80,769 | $78,690+2.6% | $161,489-50.0% | $87,485-7.7% |
| Participation rate | 39.4% | 67.5%-28.1pp | 78.7%-39.3pp | 68.9%-29.5pp |
| Annual return | 11.07% | 32.74%-21.7pp | 89.72%-78.6pp | 26.06%-15.0pp |
| Employer contribution / active EE | $65 | $2,588-97.5% | $4,268-98.5% | $2,596-97.5% |
| Participant deferral / active EE | $3,528 | $3,311+6.6% | $5,630-37.3% | $4,274-17.4% |
| Admin fee / account holder | $10,276 | $6,724+52.8% | $16,006-35.8% | $7,775+32.2% |