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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 | $75,995 | $78,682-3.4% | $109,188-30.4% | $85,851-11.5% |
| Participation rate | 65.5% | 68.3%-2.8pp | 75.9%-10.4pp | 69.3%-3.8pp |
| Annual return | 8.99% | 25.09%-16.1pp | 25.76%-16.8pp | 318.63%-309.6pp |
| Employer contribution / active EE | $409 | $2,734-85.0% | $3,723-89.0% | $2,565-84.1% |
| Participant deferral / active EE | $2,968 | $3,468-14.4% | $4,654-36.2% | $3,952-24.9% |
| Admin fee / account holder | $1,243 | $5,470-77.3% | $6,755-81.6% | $6,261-80.1% |