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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 | $63,045 | $79,961-21.2% | $98,462-36.0% | $75,177-16.1% |
| Participation rate | 61.4% | 70.4%-9.0pp | 75.2%-13.8pp | 67.2%-5.8pp |
| Annual return | 10.60% | 19.75%-9.1pp | 21.17%-10.6pp | 160.75%-150.1pp |
| Employer contribution / active EE | $529 | $2,264-76.7% | $3,049-82.7% | $2,671-80.2% |
| Participant deferral / active EE | $2,449 | $3,753-34.7% | $4,738-48.3% | $4,126-40.7% |
| Admin fee / account holder | $4,782 | $6,842-30.1% | $8,875-46.1% | $5,651-15.4% |