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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 | $71,643 | $83,485-14.2% | $125,192-42.8% | $72,975-1.8% |
| Participation rate | 67.2% | 73.3%-6.1pp | 79.8%-12.6pp | 69.5%-2.3pp |
| Annual return | 11.78% | 25.77%-14.0pp | 43.79%-32.0pp | 81.01%-69.2pp |
| Employer contribution / active EE | $539 | $2,346-77.0% | $3,866-86.1% | $2,440-77.9% |
| Participant deferral / active EE | $2,106 | $3,586-41.3% | $4,937-57.3% | $3,608-41.6% |
| Admin fee / account holder | $2,211 | $5,518-59.9% | $9,704-77.2% | $5,124-56.8% |