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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 | $59,827 | $67,602-11.5% | $82,312-27.3% | $70,126-14.7% |
| Participation rate | 66.7% | 72.8%-6.1pp | 76.9%-10.2pp | 69.5%-2.9pp |
| Annual return | 9.86% | 21.57%-11.7pp | 25.88%-16.0pp | 73.15%-63.3pp |
| Employer contribution / active EE | $151 | $1,755-91.4% | $2,428-93.8% | $2,343-93.6% |
| Participant deferral / active EE | $1,594 | $2,987-46.7% | $3,706-57.0% | $3,332-52.2% |
| Admin fee / account holder | $940 | $4,512-79.2% | $5,608-83.2% | $4,645-79.8% |