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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 | $60,154 | $72,273-16.8% | $101,275-40.6% | $79,856-24.7% |
| Participation rate | 55.6% | 68.5%-12.9pp | 75.8%-20.3pp | 69.6%-14.1pp |
| Annual return | 7.14% | 22.30%-15.2pp | 46.48%-39.3pp | 31.71%-24.6pp |
| Employer contribution / active EE | $236 | $2,691-91.2% | $3,660-93.5% | $2,471-90.4% |
| Participant deferral / active EE | $2,458 | $3,282-25.1% | $4,371-43.8% | $3,741-34.3% |
| Admin fee / account holder | $3,013 | $4,401-31.5% | $5,948-49.3% | $5,306-43.2% |