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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 | $64,337 | $72,272-11.0% | $101,264-36.5% | $79,858-19.4% |
| Participation rate | 62.5% | 68.5%-6.0pp | 75.8%-13.3pp | 69.6%-7.1pp |
| Annual return | 7.61% | 22.30%-14.7pp | 46.48%-38.9pp | 31.72%-24.1pp |
| Employer contribution / active EE | $274 | $2,692-89.8% | $3,660-92.5% | $2,471-88.9% |
| Participant deferral / active EE | $2,618 | $3,282-20.2% | $4,370-40.1% | $3,740-30.0% |
| Admin fee / account holder | $13,398 | $4,401+204.5% | $5,947+125.3% | $5,306+152.5% |