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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 | $64,672 | $91,037-29.0% | $71,671-9.8% | $147,586-56.2% |
| Participation rate | 63.6% | 76.1%-12.5pp | 68.7%-5.1pp | 82.8%-19.2pp |
| Annual return | 8.95% | 20.48%-11.5pp | 20.65%-11.7pp | 578.59%-569.6pp |
| Employer contribution / active EE | $330 | $3,327-90.1% | $2,460-86.6% | $4,876-93.2% |
| Participant deferral / active EE | $2,236 | $4,498-50.3% | $3,438-35.0% | $5,439-58.9% |
| Admin fee / account holder | $711 | $8,613-91.7% | $5,558-87.2% | $10,886-93.5% |