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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 | $63,404 | $72,273-12.3% | $101,275-37.4% | $79,856-20.6% |
| Participation rate | 63.0% | 68.5%-5.5pp | 75.8%-12.8pp | 69.6%-6.7pp |
| Annual return | 8.74% | 22.30%-13.6pp | 46.48%-37.7pp | 31.71%-23.0pp |
| Employer contribution / active EE | $89 | $2,691-96.7% | $3,660-97.6% | $2,471-96.4% |
| Participant deferral / active EE | $1,998 | $3,282-39.1% | $4,371-54.3% | $3,741-46.6% |
| Admin fee / account holder | $13,495 | $4,401+206.6% | $5,948+126.9% | $5,306+154.3% |