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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 | $74,938 | $108,825-31.1% | $156,181-52.0% | $82,448-9.1% |
| Participation rate | 60.0% | 72.4%-12.4pp | 78.8%-18.8pp | 68.1%-8.1pp |
| Annual return | 10.22% | 20.59%-10.4pp | 64.87%-54.7pp | 41.64%-31.4pp |
| Employer contribution / active EE | $494 | $2,870-82.8% | $4,294-88.5% | $2,551-80.7% |
| Participant deferral / active EE | $3,846 | $4,577-16.0% | $6,132-37.3% | $4,139-7.1% |
| Admin fee / account holder | $15,754 | $9,341+68.7% | $14,586+8.0% | $7,234+117.8% |