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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 | $78,110 | $95,453-18.2% | $112,040-30.3% | $82,448-5.3% |
| Participation rate | 58.3% | 72.8%-14.4pp | 76.5%-18.2pp | 68.1%-9.7pp |
| Annual return | 9.09% | 23.92%-14.8pp | 24.52%-15.4pp | 41.64%-32.5pp |
| Employer contribution / active EE | $610 | $2,318-73.7% | $2,954-79.3% | $2,551-76.1% |
| Participant deferral / active EE | $3,902 | $4,224-7.6% | $5,098-23.5% | $4,139-5.7% |
| Admin fee / account holder | $13,630 | $9,013+51.2% | $12,098+12.7% | $7,234+88.4% |