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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 | $129,737-43.2% | $119,126-38.1% | $154,746-52.3% |
| Participation rate | 60.0% | 78.9%-18.9pp | 75.8%-15.8pp | 80.7%-20.7pp |
| Annual return | 2.09% | 379.08%-377.0pp | 282.11%-280.0pp | 172.34%-170.2pp |
| Employer contribution / active EE | $614 | $4,375-86.0% | $4,034-84.8% | $4,379-86.0% |
| Participant deferral / active EE | $7,235 | $5,842+23.8% | $5,318+36.0% | $6,730+7.5% |
| Admin fee / account holder | $9,574 | $11,961-20.0% | $10,693-10.5% | $14,365-33.4% |