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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 | $68,328 | $87,132-21.6% | $105,624-35.3% | $80,959-15.6% |
| Participation rate | 55.7% | 70.4%-14.7pp | 75.3%-19.6pp | 67.7%-12.0pp |
| Annual return | 9.63% | 17.03%-7.4pp | 116.20%-106.6pp | 35.67%-26.0pp |
| Employer contribution / active EE | $435 | $2,397-81.8% | $3,168-86.3% | $2,757-84.2% |
| Participant deferral / active EE | $2,060 | $3,985-48.3% | $5,013-58.9% | $4,300-52.1% |
| Admin fee / account holder | $6,153 | $8,449-27.2% | $10,961-43.9% | $6,925-11.2% |