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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 | $95,322 | $184,014-48.2% | $161,149-40.8% | $138,895-31.4% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.8%-12.2pp | 79.9%-13.3pp |
| Annual return | 4.36% | 21.52%-17.2pp | 21.16%-16.8pp | 145.39%-141.0pp |
| Employer contribution / active EE | $867 | $5,055-82.9% | $4,360-80.1% | $4,194-79.3% |
| Participant deferral / active EE | $6,683 | $6,909-3.3% | $6,153+8.6% | $6,396+4.5% |
| Admin fee / account holder | $2,580 | $18,027-85.7% | $15,194-83.0% | $12,562-79.5% |