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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 | $77,663 | $201,370-61.4% | $184,256-57.9% | $145,897-46.8% |
| Participation rate | 68.8% | 87.5%-18.7pp | 86.8%-18.1pp | 80.3%-11.6pp |
| Annual return | 8.04% | 29.05%-21.0pp | 28.85%-20.8pp | 552.29%-544.3pp |
| Employer contribution / active EE | $1,420 | $7,024-79.8% | $6,427-77.9% | $4,663-69.6% |
| Participant deferral / active EE | $3,208 | $9,808-67.3% | $9,133-64.9% | $6,689-52.0% |
| Admin fee / account holder | $952 | $16,364-94.2% | $13,899-93.1% | $13,390-92.9% |