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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 | $66,659 | $94,436-29.4% | $115,599-42.3% | $82,637-19.3% |
| Participation rate | 66.7% | 70.4%-3.8pp | 74.3%-7.6pp | 68.1%-1.4pp |
| Annual return | 11.96% | 18.37%-6.4pp | 111.10%-99.1pp | 53.51%-41.5pp |
| Employer contribution / active EE | $478 | $2,324-79.4% | $2,955-83.8% | $2,552-81.3% |
| Participant deferral / active EE | $2,549 | $3,955-35.5% | $4,889-47.9% | $4,126-38.2% |
| Admin fee / account holder | $8,023 | $10,328-22.3% | $12,841-37.5% | $7,339+9.3% |