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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 | $82,784 | $87,733-5.6% | $106,551-22.3% | $85,856-3.6% |
| Participation rate | 63.0% | 71.9%-9.0pp | 76.1%-13.2pp | 69.3%-6.4pp |
| Annual return | 8.93% | 21.86%-12.9pp | 26.80%-17.9pp | 318.58%-309.6pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,305 | $3,469-33.6% | $4,398-47.6% | $3,952-41.7% |
| Admin fee / account holder | $5,195 | $6,767-23.2% | $7,408-29.9% | $6,261-17.0% |