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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 | $60,357 | $72,269-16.5% | $101,271-40.4% | $79,852-24.4% |
| Participation rate | 51.2% | 68.5%-17.2pp | 75.8%-24.6pp | 69.6%-18.4pp |
| Annual return | 6.88% | 22.29%-15.4pp | 46.48%-39.6pp | 31.72%-24.8pp |
| Employer contribution / active EE | $561 | $2,692-79.2% | $3,660-84.7% | $2,471-77.3% |
| Participant deferral / active EE | $4,513 | $3,282+37.5% | $4,371+3.3% | $3,740+20.7% |
| Admin fee / account holder | $28,134 | $4,401+539.3% | $5,948+373.0% | $5,306+430.2% |