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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 | $81,276-9.5% | $155,574-52.7% | $80,925-9.2% |
| Participation rate | 61.8% | 66.2%-4.5pp | 78.2%-16.4pp | 67.7%-5.9pp |
| Annual return | 8.55% | 33.36%-24.8pp | 64.87%-56.3pp | 35.65%-27.1pp |
| Employer contribution / active EE | $12 | $3,103-99.6% | $4,676-99.7% | $2,756-99.6% |
| Participant deferral / active EE | $2,676 | $3,453-22.5% | $5,629-52.5% | $4,299-37.7% |
| Admin fee / account holder | $2,818 | $7,993-64.7% | $15,914-82.3% | $6,940-59.4% |