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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 | $66,147 | $88,672-25.4% | $105,223-37.1% | $82,448-19.8% |
| Participation rate | 41.3% | 67.9%-26.6pp | 75.0%-33.7pp | 68.1%-26.8pp |
| Annual return | 12.02% | 30.86%-18.8pp | 180.65%-168.6pp | 41.64%-29.6pp |
| Employer contribution / active EE | $543 | $3,048-82.2% | $3,689-85.3% | $2,551-78.7% |
| Participant deferral / active EE | $3,135 | $4,036-22.3% | $5,072-38.2% | $4,139-24.3% |
| Admin fee / account holder | $7,797 | $7,146+9.1% | $8,859-12.0% | $7,234+7.8% |