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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 | $64,771 | $76,371-15.2% | $93,621-30.8% | $72,975-11.2% |
| Participation rate | 52.9% | 71.8%-18.8pp | 75.8%-22.9pp | 69.5%-16.5pp |
| Annual return | 16.08% | 25.82%-9.7pp | 32.76%-16.7pp | 81.01%-64.9pp |
| Employer contribution / active EE | $221 | $2,276-90.3% | $2,719-91.9% | $2,440-91.0% |
| Participant deferral / active EE | $1,579 | $3,538-55.4% | $4,070-61.2% | $3,608-56.2% |
| Admin fee / account holder | $10,113 | $6,839+47.9% | $7,890+28.2% | $5,124+97.4% |