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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 | $75,253 | $92,798-18.9% | $96,707-22.2% | $137,256-45.2% |
| Participation rate | 66.7% | 81.6%-15.0pp | 80.4%-13.7pp | 80.0%-13.3pp |
| Annual return | 2.93% | 31.24%-28.3pp | 34.78%-31.9pp | 220.34%-217.4pp |
| Employer contribution / active EE | $630 | $4,147-84.8% | $4,191-85.0% | $4,156-84.8% |
| Participant deferral / active EE | $1,630 | $5,877-72.3% | $5,997-72.8% | $6,407-74.6% |
| Admin fee / account holder | $10,541 | $7,946+32.7% | $7,503+40.5% | $12,270-14.1% |