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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 | $75,206 | $80,985-7.1% | $96,576-22.1% | $75,1810% |
| Participation rate | 66.7% | 71.8%-5.1pp | 76.0%-9.3pp | 67.2%-0.5pp |
| Annual return | 8.49% | 27.05%-18.6pp | 25.87%-17.4pp | 160.69%-152.2pp |
| Employer contribution / active EE | $477 | $2,282-79.1% | $2,965-83.9% | $2,671-82.1% |
| Participant deferral / active EE | $2,974 | $3,929-24.3% | $4,851-38.7% | $4,126-27.9% |
| Admin fee / account holder | $9,361 | $6,719+39.3% | $8,253+13.4% | $5,650+65.7% |