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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 | $102,422-22.8% | $147,117-46.3% | $80,959-2.3% |
| Participation rate | 47.8% | 75.9%-28.1pp | 82.2%-34.4pp | 67.7%-19.9pp |
| Annual return | 8.03% | 135.16%-127.1pp | 420.54%-412.5pp | 35.67%-27.6pp |
| Employer contribution / active EE | $590 | $3,717-84.1% | $4,932-88.0% | $2,757-78.6% |
| Participant deferral / active EE | $6,977 | $6,652+4.9% | $8,065-13.5% | $4,300+62.2% |
| Admin fee / account holder | $5,476 | $7,953-31.1% | $12,993-57.9% | $6,925-20.9% |