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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 | $74,758 | $125,797-40.6% | $170,043-56.0% | $75,173-0.6% |
| Participation rate | 63.6% | 83.6%-20.0pp | 87.0%-23.4pp | 67.2%-3.6pp |
| Annual return | 11.39% | 27.20%-15.8pp | 53.40%-42.0pp | 160.72%-149.3pp |
| Employer contribution / active EE | $1,017 | $4,616-78.0% | $6,790-85.0% | $2,671-61.9% |
| Participant deferral / active EE | $4,068 | $6,838-40.5% | $10,410-60.9% | $4,126-1.4% |
| Admin fee / account holder | $9,757 | $8,177+19.3% | $12,824-23.9% | $5,651+72.7% |