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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 | $59,946 | $91,559-34.5% | $133,978-55.3% | $79,856-24.9% |
| Participation rate | 68.2% | 73.3%-5.2pp | 79.8%-11.7pp | 69.6%-1.5pp |
| Annual return | 9.25% | 61.85%-52.6pp | 45.10%-35.8pp | 31.71%-22.5pp |
| Employer contribution / active EE | $375 | $2,384-84.3% | $3,919-90.4% | $2,471-84.8% |
| Participant deferral / active EE | $3,009 | $3,734-19.4% | $5,047-40.4% | $3,741-19.6% |
| Admin fee / account holder | $2,801 | $6,321-55.7% | $8,930-68.6% | $5,306-47.2% |