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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 | $73,518 | $81,358-9.6% | $155,556-52.7% | $80,959-9.2% |
| Participation rate | 61.8% | 66.3%-4.5pp | 78.2%-16.5pp | 67.7%-5.9pp |
| Annual return | 8.55% | 33.39%-24.8pp | 64.84%-56.3pp | 35.67%-27.1pp |
| Employer contribution / active EE | $12 | $3,106-99.6% | $4,675-99.7% | $2,757-99.6% |
| Participant deferral / active EE | $2,676 | $3,455-22.6% | $5,631-52.5% | $4,300-37.8% |
| Admin fee / account holder | $2,818 | $7,994-64.7% | $15,885-82.3% | $6,925-59.3% |