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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 | $67,386 | $101,795-33.8% | $165,100-59.2% | $80,959-16.8% |
| Participation rate | 64.1% | 71.8%-7.7pp | 78.6%-14.5pp | 67.7%-3.6pp |
| Annual return | 10.08% | 16.73%-6.7pp | 70.21%-60.1pp | 35.67%-25.6pp |
| Employer contribution / active EE | $398 | $2,954-86.5% | $4,348-90.8% | $2,757-85.6% |
| Participant deferral / active EE | $2,025 | $4,476-54.8% | $6,035-66.4% | $4,300-52.9% |
| Admin fee / account holder | $15,279 | $8,221+85.9% | $12,696+20.4% | $6,925+120.6% |