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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 | $79,063 | $102,429-22.8% | $147,096-46.3% | $80,925-2.3% |
| Participation rate | 47.8% | 75.9%-28.1pp | 82.2%-34.4pp | 67.7%-19.9pp |
| Annual return | 8.03% | 135.02%-127.0pp | 419.75%-411.7pp | 35.65%-27.6pp |
| Employer contribution / active EE | $590 | $3,716-84.1% | $4,936-88.0% | $2,756-78.6% |
| Participant deferral / active EE | $6,977 | $6,649+4.9% | $8,071-13.6% | $4,299+62.3% |
| Admin fee / account holder | $5,476 | $7,957-31.2% | $13,005-57.9% | $6,940-21.1% |