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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 | $64,857 | $87,132-25.6% | $105,624-38.6% | $80,959-19.9% |
| Participation rate | 62.2% | 70.4%-8.3pp | 75.3%-13.1pp | 67.7%-5.5pp |
| Annual return | 9.36% | 17.03%-7.7pp | 116.20%-106.8pp | 35.67%-26.3pp |
| Employer contribution / active EE | $457 | $2,397-81.0% | $3,168-85.6% | $2,757-83.4% |
| Participant deferral / active EE | $3,215 | $3,985-19.3% | $5,013-35.9% | $4,300-25.2% |
| Admin fee / account holder | $23,708 | $8,449+180.6% | $10,961+116.3% | $6,925+242.3% |