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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 | $75,248 | $97,125-22.5% | $86,233-12.7% | $137,256-45.2% |
| Participation rate | 63.6% | 74.2%-10.6pp | 69.0%-5.4pp | 80.0%-16.3pp |
| Annual return | 6.65% | 74.19%-67.5pp | 61.39%-54.7pp | 220.34%-213.7pp |
| Employer contribution / active EE | $127 | $2,841-95.5% | $2,504-94.9% | $4,156-96.9% |
| Participant deferral / active EE | $3,205 | $5,180-38.1% | $4,559-29.7% | $6,407-50.0% |
| Admin fee / account holder | $2,636 | $9,725-72.9% | $8,342-68.4% | $12,270-78.5% |