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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 | $94,626 | $95,404-0.8% | $113,397-16.6% | $82,637+14.5% |
| Participation rate | 68.0% | 72.8%-4.8pp | 76.5%-8.5pp | 68.1%-0.1pp |
| Annual return | 8.85% | 19.08%-10.2pp | 23.20%-14.3pp | 53.51%-44.7pp |
| Employer contribution / active EE | $415 | $2,307-82.0% | $2,977-86.1% | $2,552-83.7% |
| Participant deferral / active EE | $3,774 | $4,220-10.6% | $5,076-25.6% | $4,126-8.5% |
| Admin fee / account holder | $43,799 | $9,168+377.7% | $11,957+266.3% | $7,339+496.8% |