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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 | $77,336 | $78,423-1.4% | $95,964-19.4% | $79,856-3.2% |
| Participation rate | 63.2% | 73.5%-10.3pp | 77.1%-13.9pp | 69.6%-6.5pp |
| Annual return | 8.86% | 19.37%-10.5pp | 91.64%-82.8pp | 31.71%-22.8pp |
| Employer contribution / active EE | $434 | $1,945-77.7% | $2,541-82.9% | $2,471-82.4% |
| Participant deferral / active EE | $1,579 | $3,440-54.1% | $4,167-62.1% | $3,741-57.8% |
| Admin fee / account holder | $15,769 | $5,622+180.5% | $6,797+132.0% | $5,306+197.2% |