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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 | $84,238 | $201,372-58.2% | $184,260-54.3% | $145,884-42.3% |
| Participation rate | 55.0% | 87.5%-32.5pp | 86.8%-31.8pp | 80.3%-25.3pp |
| Annual return | 9.38% | 29.04%-19.7pp | 28.84%-19.5pp | 551.85%-542.5pp |
| Employer contribution / active EE | $45 | $7,024-99.4% | $6,427-99.3% | $4,662-99.0% |
| Participant deferral / active EE | $3,243 | $9,808-66.9% | $9,133-64.5% | $6,690-51.5% |
| Admin fee / account holder | $6,410 | $16,362-60.8% | $13,898-53.9% | $13,392-52.1% |