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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 | $77,039 | $86,949-11.4% | $102,460-24.8% | $80,959-4.8% |
| Participation rate | 66.7% | 72.4%-5.7pp | 76.5%-9.8pp | 67.7%-1.0pp |
| Annual return | 9.77% | 18.89%-9.1pp | 29.47%-19.7pp | 35.67%-25.9pp |
| Employer contribution / active EE | $316 | $2,370-86.7% | $3,025-89.6% | $2,757-88.5% |
| Participant deferral / active EE | $2,111 | $4,121-48.8% | $5,056-58.3% | $4,300-50.9% |
| Admin fee / account holder | $532 | $8,048-93.4% | $9,460-94.4% | $6,925-92.3% |