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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 | $69,946 | $108,825-35.7% | $156,181-55.2% | $82,448-15.2% |
| Participation rate | 62.5% | 72.4%-9.9pp | 78.8%-16.3pp | 68.1%-5.6pp |
| Annual return | 12.01% | 20.59%-8.6pp | 64.87%-52.9pp | 41.64%-29.6pp |
| Employer contribution / active EE | $439 | $2,870-84.7% | $4,294-89.8% | $2,551-82.8% |
| Participant deferral / active EE | $2,542 | $4,577-44.5% | $6,132-58.5% | $4,139-38.6% |
| Admin fee / account holder | $9,681 | $9,341+3.6% | $14,586-33.6% | $7,234+33.8% |