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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 | $66,489 | $93,617-29.0% | $135,982-51.1% | $75,177-11.6% |
| Participation rate | 56.0% | 75.2%-19.2pp | 81.9%-25.9pp | 67.2%-11.2pp |
| Annual return | 7.58% | 30.89%-23.3pp | 68.32%-60.7pp | 160.75%-153.2pp |
| Employer contribution / active EE | $418 | $3,538-88.2% | $4,859-91.4% | $2,671-84.4% |
| Participant deferral / active EE | $3,525 | $6,406-45.0% | $7,760-54.6% | $4,126-14.6% |
| Admin fee / account holder | $14,121 | $6,980+102.3% | $10,767+31.2% | $5,651+149.9% |