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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 | $69,327 | $106,280-34.8% | $96,538-28.2% | $139,487-50.3% |
| Participation rate | 26.7% | 77.8%-51.2pp | 74.3%-47.7pp | 80.3%-53.7pp |
| Annual return | 9.88% | 38.48%-28.6pp | 35.74%-25.9pp | 373.84%-364.0pp |
| Employer contribution / active EE | $688 | $4,107-83.2% | $3,740-81.6% | $4,755-85.5% |
| Participant deferral / active EE | $1,692 | $5,457-69.0% | $4,880-65.3% | $6,713-74.8% |
| Admin fee / account holder | $8,546 | $7,888+8.3% | $6,737+26.8% | $11,407-25.1% |