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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 | $61,696 | $95,453-35.4% | $112,040-44.9% | $82,448-25.2% |
| Participation rate | 65.9% | 72.8%-6.9pp | 76.5%-10.6pp | 68.1%-2.2pp |
| Annual return | 5.90% | 23.92%-18.0pp | 24.52%-18.6pp | 41.64%-35.7pp |
| Employer contribution / active EE | $433 | $2,318-81.3% | $2,954-85.3% | $2,551-83.0% |
| Participant deferral / active EE | $2,675 | $4,224-36.7% | $5,098-47.5% | $4,139-35.4% |
| Admin fee / account holder | $13,656 | $9,013+51.5% | $12,098+12.9% | $7,234+88.8% |