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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 | $67,848 | $87,059-22.1% | $105,608-35.8% | $80,925-16.2% |
| Participation rate | 66.7% | 70.4%-3.8pp | 75.3%-8.6pp | 67.7%-1.0pp |
| Annual return | 9.07% | 17.05%-8.0pp | 116.50%-107.4pp | 35.65%-26.6pp |
| Employer contribution / active EE | $511 | $2,396-78.7% | $3,167-83.9% | $2,756-81.4% |
| Participant deferral / active EE | $3,957 | $3,986-0.7% | $5,010-21.0% | $4,299-7.9% |
| Admin fee / account holder | $22,501 | $8,443+166.5% | $11,028+104.0% | $6,940+224.2% |