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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 | $69,725 | $81,276-14.2% | $155,574-55.2% | $80,925-13.8% |
| Participation rate | 63.3% | 66.2%-2.9pp | 78.2%-14.9pp | 67.7%-4.3pp |
| Annual return | 8.61% | 33.36%-24.8pp | 64.87%-56.3pp | 35.65%-27.0pp |
| Employer contribution / active EE | $281 | $3,103-91.0% | $4,676-94.0% | $2,756-89.8% |
| Participant deferral / active EE | $1,922 | $3,453-44.3% | $5,629-65.9% | $4,299-55.3% |
| Admin fee / account holder | $4,833 | $7,993-39.5% | $15,914-69.6% | $6,940-30.4% |