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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 | $69,903 | $110,137-36.5% | $161,149-56.6% | $82,637-15.4% |
| Participation rate | 60.4% | 72.4%-12.0pp | 78.8%-18.5pp | 68.1%-7.7pp |
| Annual return | 9.59% | 20.69%-11.1pp | 21.16%-11.6pp | 53.51%-43.9pp |
| Employer contribution / active EE | $359 | $2,856-87.4% | $4,360-91.8% | $2,552-85.9% |
| Participant deferral / active EE | $3,591 | $4,575-21.5% | $6,153-41.6% | $4,126-13.0% |
| Admin fee / account holder | $5,769 | $9,467-39.1% | $15,194-62.0% | $7,339-21.4% |