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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 | $69,165 | $114,712-39.7% | $173,730-60.2% | $87,485-20.9% |
| Participation rate | 66.7% | 73.0%-6.3pp | 79.6%-12.9pp | 68.9%-2.3pp |
| Annual return | 9.94% | 20.18%-10.2pp | 19.96%-10.0pp | 26.06%-16.1pp |
| Employer contribution / active EE | $512 | $2,904-82.4% | $4,577-88.8% | $2,596-80.3% |
| Participant deferral / active EE | $3,823 | $4,642-17.6% | $6,326-39.6% | $4,274-10.6% |
| Admin fee / account holder | $3,489 | $10,210-65.8% | $17,523-80.1% | $7,775-55.1% |