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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 | $79,099 | $91,559-13.6% | $133,971-41.0% | $79,852-0.9% |
| Participation rate | 64.3% | 73.3%-9.1pp | 79.8%-15.6pp | 69.6%-5.4pp |
| Annual return | 8.10% | 61.85%-53.7pp | 45.09%-37.0pp | 31.72%-23.6pp |
| Employer contribution / active EE | $348 | $2,384-85.4% | $3,919-91.1% | $2,471-85.9% |
| Participant deferral / active EE | $2,788 | $3,734-25.3% | $5,047-44.8% | $3,740-25.5% |
| Admin fee / account holder | $12,060 | $6,321+90.8% | $8,929+35.1% | $5,306+127.3% |