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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 | $73,755 | $171,492-57.0% | $150,734-51.1% | $198,609-62.9% |
| Participation rate | 60.0% | 81.4%-21.4pp | 78.4%-18.4pp | 82.4%-22.4pp |
| Annual return | 2.09% | 804.70%-802.6pp | 600.81%-598.7pp | 202.70%-200.6pp |
| Employer contribution / active EE | $614 | $5,470-88.8% | $4,918-87.5% | $5,055-87.9% |
| Participant deferral / active EE | $7,235 | $6,259+15.6% | $5,610+29.0% | $6,977+3.7% |
| Admin fee / account holder | $9,574 | $17,628-45.7% | $14,905-35.8% | $19,030-49.7% |