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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 | $65,779 | $86,298-23.8% | $111,308-40.9% | $85,847-23.4% |
| Participation rate | 62.5% | 73.3%-10.8pp | 77.3%-14.8pp | 69.3%-6.8pp |
| Annual return | 8.66% | 19.99%-11.3pp | 54.67%-46.0pp | 318.61%-310.0pp |
| Employer contribution / active EE | $277 | $2,044-86.4% | $2,732-89.9% | $2,565-89.2% |
| Participant deferral / active EE | $2,398 | $3,641-34.1% | $4,487-46.6% | $3,952-39.3% |
| Admin fee / account holder | $1,147 | $8,189-86.0% | $7,965-85.6% | $6,261-81.7% |