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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 | $72,347 | $89,259-18.9% | $107,187-32.5% | $82,637-12.5% |
| Participation rate | 56.4% | 67.9%-11.5pp | 75.0%-18.6pp | 68.1%-11.6pp |
| Annual return | 7.81% | 21.02%-13.2pp | 204.55%-196.7pp | 53.51%-45.7pp |
| Employer contribution / active EE | $594 | $3,080-80.7% | $3,782-84.3% | $2,552-76.7% |
| Participant deferral / active EE | $5,938 | $4,037+47.1% | $5,096+16.5% | $4,126+43.9% |
| Admin fee / account holder | $26,563 | $7,381+259.9% | $9,162+189.9% | $7,339+262.0% |