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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 | $73,375 | $110,379-33.5% | $102,412-28.4% | $145,884-49.7% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 8.81% | 24.84%-16.0pp | 24.94%-16.1pp | 551.85%-543.0pp |
| Employer contribution / active EE | $689 | $4,216-83.7% | $3,870-82.2% | $4,662-85.2% |
| Participant deferral / active EE | $2,208 | $5,622-60.7% | $5,060-56.4% | $6,690-67.0% |
| Admin fee / account holder | $23,921 | $9,745+145.5% | $8,388+185.2% | $13,392+78.6% |