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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 | $66,525 | $71,208-6.6% | $93,681-29.0% | $80,911-17.8% |
| Participation rate | 30.2% | 60.4%-30.2pp | 68.7%-38.5pp | 67.6%-37.5pp |
| Annual return | 9.53% | 11.27%-1.7pp | 133.47%-123.9pp | 35.63%-26.1pp |
| Employer contribution / active EE | $113 | $1,564-92.8% | $2,422-95.3% | $2,756-95.9% |
| Participant deferral / active EE | $1,273 | $4,035-68.5% | $4,415-71.2% | $4,297-70.4% |
| Admin fee / account holder | $2,389 | $6,951-65.6% | $8,290-71.2% | $6,935-65.5% |