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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 | $62,668 | $89,259-29.8% | $107,187-41.5% | $82,637-24.2% |
| Participation rate | 66.0% | 67.9%-1.9pp | 75.0%-9.0pp | 68.1%-2.0pp |
| Annual return | 8.27% | 21.02%-12.8pp | 204.55%-196.3pp | 53.51%-45.2pp |
| Employer contribution / active EE | $715 | $3,080-76.8% | $3,782-81.1% | $2,552-72.0% |
| Participant deferral / active EE | $4,038 | $4,0370% | $5,096-20.8% | $4,126-2.1% |
| Admin fee / account holder | $15,362 | $7,381+108.1% | $9,162+67.7% | $7,339+109.3% |