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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 | $74,251 | $79,955-7.1% | $98,461-24.6% | $75,173-1.2% |
| Participation rate | 58.2% | 70.4%-12.2pp | 75.2%-17.0pp | 67.2%-9.0pp |
| Annual return | 3.60% | 19.75%-16.1pp | 21.17%-17.6pp | 160.72%-157.1pp |
| Employer contribution / active EE | $566 | $2,264-75.0% | $3,049-81.4% | $2,671-78.8% |
| Participant deferral / active EE | $2,908 | $3,752-22.5% | $4,738-38.6% | $4,126-29.5% |
| Admin fee / account holder | $5,788 | $6,841-15.4% | $8,961-35.4% | $5,651+2.4% |