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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 | $80,906 | $81,487-0.7% | $102,412-21.0% | $80,9350% |
| Participation rate | 47.7% | 66.8%-19.1pp | 74.5%-26.8pp | 67.7%-19.9pp |
| Annual return | 9.70% | 25.60%-15.9pp | 24.94%-15.2pp | 35.66%-26.0pp |
| Employer contribution / active EE | $619 | $3,103-80.1% | $3,870-84.0% | $2,757-77.6% |
| Participant deferral / active EE | $4,631 | $3,871+19.6% | $5,060-8.5% | $4,299+7.7% |
| Admin fee / account holder | $16,676 | $6,717+148.2% | $8,388+98.8% | $6,924+140.8% |