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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 | $77,308 | $106,749-27.6% | $145,433-46.8% | $82,448-6.2% |
| Participation rate | 64.7% | 75.6%-10.9pp | 82.1%-17.4pp | 68.1%-3.4pp |
| Annual return | 11.37% | 27.59%-16.2pp | 66.58%-55.2pp | 41.64%-30.3pp |
| Employer contribution / active EE | $585 | $3,444-83.0% | $4,554-87.2% | $2,551-77.1% |
| Participant deferral / active EE | $6,111 | $6,519-6.3% | $7,897-22.6% | $4,139+47.6% |
| Admin fee / account holder | $24,556 | $8,390+192.7% | $13,129+87.0% | $7,234+239.4% |