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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 | $88,672-29.3% | $105,223-40.4% | $82,448-24.0% |
| Participation rate | 66.0% | 67.9%-1.9pp | 75.0%-9.0pp | 68.1%-2.0pp |
| Annual return | 8.27% | 30.86%-22.6pp | 180.65%-172.4pp | 41.64%-33.4pp |
| Employer contribution / active EE | $715 | $3,048-76.5% | $3,689-80.6% | $2,551-72.0% |
| Participant deferral / active EE | $4,038 | $4,0360% | $5,072-20.4% | $4,139-2.5% |
| Admin fee / account holder | $15,362 | $7,146+115.0% | $8,859+73.4% | $7,234+112.4% |