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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 | $69,366 | $71,197-2.6% | $93,669-25.9% | $80,925-14.3% |
| Participation rate | 53.8% | 60.4%-6.5pp | 68.7%-14.9pp | 67.7%-13.8pp |
| Annual return | 8.73% | 11.27%-2.5pp | 133.59%-124.9pp | 35.65%-26.9pp |
| Employer contribution / active EE | $236 | $1,565-84.9% | $2,424-90.3% | $2,756-91.4% |
| Participant deferral / active EE | $1,614 | $4,036-60.0% | $4,416-63.4% | $4,299-62.4% |
| Admin fee / account holder | $4,885 | $6,959-29.8% | $8,291-41.1% | $6,940-29.6% |