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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 | $71,851 | $91,559-21.5% | $133,978-46.4% | $79,856-10.0% |
| Participation rate | 44.4% | 73.3%-28.9pp | 79.8%-35.4pp | 69.6%-25.2pp |
| Annual return | 8.49% | 61.85%-53.4pp | 45.10%-36.6pp | 31.71%-23.2pp |
| Employer contribution / active EE | $474 | $2,384-80.1% | $3,919-87.9% | $2,471-80.8% |
| Participant deferral / active EE | $1,887 | $3,734-49.5% | $5,047-62.6% | $3,741-49.6% |
| Admin fee / account holder | $10,130 | $6,321+60.3% | $8,930+13.4% | $5,306+90.9% |