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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 | $77,924 | $182,442-57.3% | $163,379-52.3% | $138,895-43.9% |
| Participation rate | 7.7% | 79.8%-72.1pp | 76.8%-69.1pp | 79.9%-72.2pp |
| Annual return | 7.56% | 72.74%-65.2pp | 63.41%-55.8pp | 145.39%-137.8pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,643 | $6,817-61.2% | $6,282-57.9% | $6,396-58.7% |
| Admin fee / account holder | $8,127 | $10,396-21.8% | $9,818-17.2% | $12,562-35.3% |