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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 | $60,058 | $93,598-35.8% | $135,974-55.8% | $75,173-20.1% |
| Participation rate | 65.2% | 75.2%-10.0pp | 81.9%-16.7pp | 67.2%-2.0pp |
| Annual return | 13.53% | 30.89%-17.4pp | 68.30%-54.8pp | 160.72%-147.2pp |
| Employer contribution / active EE | $740 | $3,538-79.1% | $4,859-84.8% | $2,671-72.3% |
| Participant deferral / active EE | $3,871 | $6,405-39.6% | $7,760-50.1% | $4,126-6.2% |
| Admin fee / account holder | $2,666 | $6,978-61.8% | $10,767-75.2% | $5,651-52.8% |