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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 | $79,966 | $89,259-10.4% | $107,187-25.4% | $82,637-3.2% |
| Participation rate | 55.7% | 67.9%-12.2pp | 75.0%-19.3pp | 68.1%-12.3pp |
| Annual return | 12.41% | 21.02%-8.6pp | 204.55%-192.1pp | 53.51%-41.1pp |
| Employer contribution / active EE | $628 | $3,080-79.6% | $3,782-83.4% | $2,552-75.4% |
| Participant deferral / active EE | $4,310 | $4,037+6.8% | $5,096-15.4% | $4,126+4.5% |
| Admin fee / account holder | $7,406 | $7,381+0.3% | $9,162-19.2% | $7,339+0.9% |