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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 | $68,909 | $71,230-3.3% | $93,727-26.5% | $80,959-14.9% |
| Participation rate | 54.7% | 60.4%-5.7pp | 68.7%-14.0pp | 67.7%-13.0pp |
| Annual return | 9.06% | 11.26%-2.2pp | 133.83%-124.8pp | 35.67%-26.6pp |
| Employer contribution / active EE | $292 | $1,565-81.3% | $2,421-87.9% | $2,757-89.4% |
| Participant deferral / active EE | $1,757 | $4,037-56.5% | $4,417-60.2% | $4,300-59.1% |
| Admin fee / account holder | $11,714 | $6,961+68.3% | $8,292+41.3% | $6,925+69.2% |