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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 | $77,570 | $95,453-18.7% | $112,040-30.8% | $82,448-5.9% |
| Participation rate | 57.5% | 72.8%-15.2pp | 76.5%-19.0pp | 68.1%-10.5pp |
| Annual return | 10.54% | 23.92%-13.4pp | 24.52%-14.0pp | 41.64%-31.1pp |
| Employer contribution / active EE | $136 | $2,318-94.1% | $2,954-95.4% | $2,551-94.7% |
| Participant deferral / active EE | $2,715 | $4,224-35.7% | $5,098-46.7% | $4,139-34.4% |
| Admin fee / account holder | $2,039 | $9,013-77.4% | $12,098-83.1% | $7,234-71.8% |