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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 | $68,835 | $117,846-41.6% | $102,434-32.8% | $145,884-52.8% |
| Participation rate | 56.5% | 78.6%-22.1pp | 76.5%-20.0pp | 80.3%-23.8pp |
| Annual return | 7.77% | 31.90%-24.1pp | 29.46%-21.7pp | 551.85%-544.1pp |
| Employer contribution / active EE | $833 | $3,615-76.9% | $3,023-72.4% | $4,662-82.1% |
| Participant deferral / active EE | $2,396 | $5,733-58.2% | $5,055-52.6% | $6,690-64.2% |
| Admin fee / account holder | $60,559 | $13,356+353.4% | $9,462+540.0% | $13,392+352.2% |