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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 | $65,836 | $80,748-18.5% | $102,383-35.7% | $74,429-11.5% |
| Participation rate | 22.4% | 65.7%-43.3pp | 74.5%-52.1pp | 67.2%-44.9pp |
| Annual return | 9.86% | 27.57%-17.7pp | 24.94%-15.1pp | 1368.38%-1358.5pp |
| Employer contribution / active EE | $654 | $3,159-79.3% | $3,870-83.1% | $2,625-75.1% |
| Participant deferral / active EE | $1,924 | $3,861-50.2% | $5,060-62.0% | $4,348-55.8% |
| Admin fee / account holder | $2,273 | $2,371-4.1% | $8,391-72.9% | $1,944+16.9% |