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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 | $65,208 | $82,882-21.3% | $127,803-49.0% | $72,975-10.6% |
| Participation rate | 56.7% | 71.5%-14.8pp | 79.0%-22.3pp | 69.5%-12.8pp |
| Annual return | 16.19% | 32.20%-16.0pp | 26.14%-9.9pp | 81.01%-64.8pp |
| Employer contribution / active EE | $415 | $3,346-87.6% | $4,576-90.9% | $2,440-83.0% |
| Participant deferral / active EE | $3,288 | $4,791-31.4% | $6,023-45.4% | $3,608-8.9% |
| Admin fee / account holder | $8,273 | $6,487+27.5% | $9,399-12.0% | $5,124+61.5% |