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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 | $56,164 | $58,828-4.5% | $78,002-28.0% | $62,881-10.7% |
| Participation rate | 67.7% | 71.1%-3.3pp | 75.5%-7.8pp | 69.3%-1.6pp |
| Annual return | 4.20% | 17.16%-13.0pp | 425.99%-421.8pp | 20.14%-15.9pp |
| Employer contribution / active EE | $211 | $1,672-87.4% | $2,470-91.5% | $2,281-90.8% |
| Participant deferral / active EE | $1,443 | $2,686-46.3% | $3,497-58.7% | $3,203-54.9% |
| Admin fee / account holder | $6,026 | $4,393+37.2% | $5,481+9.9% | $4,296+40.3% |