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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 | $67,605 | $96,731-30.1% | $123,973-45.5% | $86,983-22.3% |
| Participation rate | 41.7% | 70.0%-28.4pp | 76.7%-35.0pp | 69.5%-27.9pp |
| Annual return | 11.13% | 17.33%-6.2pp | 388.13%-377.0pp | 25.83%-14.7pp |
| Employer contribution / active EE | $672 | $3,297-79.6% | $4,126-83.7% | $2,584-74.0% |
| Participant deferral / active EE | $2,025 | $4,152-51.2% | $5,247-61.4% | $4,194-51.7% |
| Admin fee / account holder | $1,462 | $8,722-83.2% | $11,799-87.6% | $7,856-81.4% |