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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 | $78,245 | $105,284-25.7% | $150,734-48.1% | $94,015-16.8% |
| Participation rate | 54.4% | 71.7%-17.3pp | 78.4%-24.0pp | 70.8%-16.4pp |
| Annual return | 3.73% | 15.67%-11.9pp | 600.81%-597.1pp | 17.84%-14.1pp |
| Employer contribution / active EE | $883 | $3,599-75.5% | $4,918-82.0% | $2,790-68.3% |
| Participant deferral / active EE | $2,155 | $4,274-49.6% | $5,610-61.6% | $4,249-49.3% |
| Admin fee / account holder | $3,925 | $9,839-60.1% | $14,905-73.7% | $8,951-56.2% |