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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 | $73,770 | $94,436-21.9% | $115,599-36.2% | $82,637-10.7% |
| Participation rate | 54.4% | 70.4%-16.0pp | 74.3%-19.9pp | 68.1%-13.7pp |
| Annual return | 11.02% | 18.37%-7.3pp | 111.10%-100.1pp | 53.51%-42.5pp |
| Employer contribution / active EE | $394 | $2,324-83.0% | $2,955-86.7% | $2,552-84.6% |
| Participant deferral / active EE | $2,038 | $3,955-48.5% | $4,889-58.3% | $4,126-50.6% |
| Admin fee / account holder | $8,688 | $10,328-15.9% | $12,841-32.3% | $7,339+18.4% |