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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 | $67,342 | $83,369-19.2% | $105,223-36.0% | $67,986-0.9% |
| Participation rate | 45.2% | 56.3%-11.1pp | 75.0%-29.8pp | 57.2%-12.0pp |
| Annual return | 10.50% | 24.64%-14.1pp | 180.65%-170.2pp | 31.67%-21.2pp |
| Employer contribution / active EE | $463 | $2,541-81.8% | $3,689-87.5% | $2,019-77.1% |
| Participant deferral / active EE | $2,972 | $3,295-9.8% | $5,072-41.4% | $3,358-11.5% |
| Admin fee / account holder | $6,463 | $4,073+58.7% | $8,859-27.0% | $3,203+101.8% |