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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 | $79,224 | $87,132-9.1% | $105,624-25.0% | $80,959-2.1% |
| Participation rate | 39.4% | 70.4%-31.1pp | 75.3%-35.9pp | 67.7%-28.3pp |
| Annual return | 10.12% | 17.03%-6.9pp | 116.20%-106.1pp | 35.67%-25.5pp |
| Employer contribution / active EE | $325 | $2,397-86.4% | $3,168-89.7% | $2,757-88.2% |
| Participant deferral / active EE | $2,847 | $3,985-28.6% | $5,013-43.2% | $4,300-33.8% |
| Admin fee / account holder | $8,953 | $8,449+6.0% | $10,961-18.3% | $6,925+29.3% |