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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 | $74,930 | $78,425-4.5% | $95,956-21.9% | $79,858-6.2% |
| Participation rate | 53.6% | 73.5%-19.9pp | 77.1%-23.5pp | 69.6%-16.1pp |
| Annual return | 8.44% | 19.37%-10.9pp | 91.63%-83.2pp | 31.72%-23.3pp |
| Employer contribution / active EE | $354 | $1,945-81.8% | $2,541-86.1% | $2,471-85.7% |
| Participant deferral / active EE | $3,908 | $3,440+13.6% | $4,167-6.2% | $3,740+4.5% |
| Admin fee / account holder | $25,396 | $5,622+351.7% | $6,797+273.7% | $5,306+378.6% |