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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 | $62,471 | $114,119-45.3% | $107,187-41.7% | $138,895-55.0% |
| Participation rate | 61.5% | 78.1%-16.5pp | 75.0%-13.5pp | 79.9%-18.4pp |
| Annual return | 8.72% | 273.21%-264.5pp | 204.55%-195.8pp | 145.39%-136.7pp |
| Employer contribution / active EE | $408 | $4,059-89.9% | $3,782-89.2% | $4,194-90.3% |
| Participant deferral / active EE | $3,028 | $5,538-45.3% | $5,096-40.6% | $6,396-52.7% |
| Admin fee / account holder | $13,056 | $10,024+30.3% | $9,162+42.5% | $12,562+3.9% |