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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 | $81,331-14.3% | $155,534-55.2% | $80,935-13.9% |
| Participation rate | 63.3% | 66.3%-2.9pp | 78.2%-14.9pp | 67.7%-4.3pp |
| Annual return | 8.61% | 33.37%-24.8pp | 64.92%-56.3pp | 35.66%-27.1pp |
| Employer contribution / active EE | $281 | $3,105-91.0% | $4,675-94.0% | $2,757-89.8% |
| Participant deferral / active EE | $1,922 | $3,454-44.4% | $5,630-65.9% | $4,299-55.3% |
| Admin fee / account holder | $4,833 | $7,999-39.6% | $15,900-69.6% | $6,924-30.2% |