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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 | $68,526 | $80,992-15.4% | $96,534-29.0% | $75,173-8.8% |
| Participation rate | 62.1% | 71.8%-9.7pp | 76.0%-13.9pp | 67.2%-5.1pp |
| Annual return | 10.70% | 27.05%-16.3pp | 25.88%-15.2pp | 160.72%-150.0pp |
| Employer contribution / active EE | $316 | $2,283-86.2% | $2,965-89.3% | $2,671-88.2% |
| Participant deferral / active EE | $2,695 | $3,929-31.4% | $4,851-44.5% | $4,126-34.7% |
| Admin fee / account holder | $2,928 | $6,717-56.4% | $8,253-64.5% | $5,651-48.2% |