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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 | $65,191 | $201,259-67.6% | $184,200-64.6% | $145,959-55.3% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 7.84% | 28.98%-21.1pp | 28.80%-21.0pp | 561.95%-554.1pp |
| Employer contribution / active EE | $1,216 | $7,018-82.7% | $6,424-81.1% | $4,661-73.9% |
| Participant deferral / active EE | $4,008 | $9,806-59.1% | $9,132-56.1% | $6,689-40.1% |
| Admin fee / account holder | $2,460 | $16,372-85.0% | $13,907-82.3% | $13,398-81.6% |