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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 | $62,763 | $101,752-38.3% | $164,928-61.9% | $80,911-22.4% |
| Participation rate | 59.1% | 71.8%-12.8pp | 78.6%-19.5pp | 67.6%-8.6pp |
| Annual return | 6.72% | 16.73%-10.0pp | 70.08%-63.4pp | 35.63%-28.9pp |
| Employer contribution / active EE | $567 | $2,953-80.8% | $4,343-87.0% | $2,756-79.4% |
| Participant deferral / active EE | $3,220 | $4,477-28.1% | $6,034-46.6% | $4,297-25.1% |
| Admin fee / account holder | $1,290 | $8,218-84.3% | $12,684-89.8% | $6,935-81.4% |