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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 | $67,234 | $87,733-23.4% | $106,555-36.9% | $85,847-21.7% |
| Participation rate | 53.7% | 71.9%-18.3pp | 76.1%-22.5pp | 69.3%-15.7pp |
| Annual return | 8.62% | 21.86%-13.2pp | 26.80%-18.2pp | 318.61%-310.0pp |
| Employer contribution / active EE | $308 | $2,073-85.2% | $2,819-89.1% | $2,565-88.0% |
| Participant deferral / active EE | $1,885 | $3,469-45.7% | $4,399-57.1% | $3,952-52.3% |
| Admin fee / account holder | $10,749 | $6,767+58.8% | $7,408+45.1% | $6,261+71.7% |