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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 | $78,912 | $106,749-26.1% | $145,433-45.7% | $82,448-4.3% |
| Participation rate | 56.0% | 75.6%-19.6pp | 82.1%-26.1pp | 68.1%-12.1pp |
| Annual return | 12.48% | 27.59%-15.1pp | 66.58%-54.1pp | 41.64%-29.2pp |
| Employer contribution / active EE | $285 | $3,444-91.7% | $4,554-93.8% | $2,551-88.8% |
| Participant deferral / active EE | $7,832 | $6,519+20.1% | $7,897-0.8% | $4,139+89.2% |
| Admin fee / account holder | $13,852 | $8,390+65.1% | $13,129+5.5% | $7,234+91.5% |