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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 | $77,913 | $95,453-18.4% | $112,040-30.5% | $82,448-5.5% |
| Participation rate | 61.6% | 72.8%-11.1pp | 76.5%-14.8pp | 68.1%-6.4pp |
| Annual return | 9.81% | 23.92%-14.1pp | 24.52%-14.7pp | 41.64%-31.8pp |
| Employer contribution / active EE | $140 | $2,318-94.0% | $2,954-95.3% | $2,551-94.5% |
| Participant deferral / active EE | $2,967 | $4,224-29.8% | $5,098-41.8% | $4,139-28.3% |
| Admin fee / account holder | $6,623 | $9,013-26.5% | $12,098-45.3% | $7,234-8.5% |