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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 | $106,864-27.7% | $147,318-47.5% | $82,637-6.4% |
| Participation rate | 64.7% | 75.5%-10.8pp | 82.1%-17.4pp | 68.1%-3.3pp |
| Annual return | 11.37% | 27.49%-16.1pp | 70.43%-59.1pp | 53.51%-42.1pp |
| Employer contribution / active EE | $585 | $3,417-82.9% | $4,593-87.3% | $2,552-77.1% |
| Participant deferral / active EE | $6,111 | $6,496-5.9% | $7,906-22.7% | $4,126+48.1% |
| Admin fee / account holder | $24,556 | $8,415+191.8% | $13,708+79.1% | $7,339+234.6% |