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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 | $64,110 | $83,369-23.1% | $105,223-39.1% | $67,986-5.7% |
| Participation rate | 63.3% | 56.3%+7.0pp | 75.0%-11.8pp | 57.2%+6.1pp |
| Annual return | 12.96% | 24.64%-11.7pp | 180.65%-167.7pp | 31.67%-18.7pp |
| Employer contribution / active EE | $554 | $2,541-78.2% | $3,689-85.0% | $2,019-72.6% |
| Participant deferral / active EE | $3,055 | $3,295-7.3% | $5,072-39.8% | $3,358-9.0% |
| Admin fee / account holder | $4,929 | $4,073+21.0% | $8,859-44.4% | $3,203+53.9% |