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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 | $73,157 | $102,422-28.6% | $147,117-50.3% | $80,959-9.6% |
| Participation rate | 63.6% | 75.9%-12.2pp | 82.2%-18.5pp | 67.7%-4.0pp |
| Annual return | 7.11% | 135.16%-128.0pp | 420.54%-413.4pp | 35.67%-28.6pp |
| Employer contribution / active EE | $334 | $3,717-91.0% | $4,932-93.2% | $2,757-87.9% |
| Participant deferral / active EE | $3,299 | $6,652-50.4% | $8,065-59.1% | $4,300-23.3% |
| Admin fee / account holder | $6,379 | $7,953-19.8% | $12,993-50.9% | $6,925-7.9% |