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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 | $71,985 | $80,992-11.1% | $96,534-25.4% | $75,173-4.2% |
| Participation rate | 57.4% | 71.8%-14.3pp | 76.0%-18.5pp | 67.2%-9.8pp |
| Annual return | 12.29% | 27.05%-14.8pp | 25.88%-13.6pp | 160.72%-148.4pp |
| Employer contribution / active EE | $608 | $2,283-73.4% | $2,965-79.5% | $2,671-77.2% |
| Participant deferral / active EE | $1,849 | $3,929-52.9% | $4,851-61.9% | $4,126-55.2% |
| Admin fee / account holder | $7,368 | $6,717+9.7% | $8,253-10.7% | $5,651+30.4% |