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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 | $82,997 | $110,337-24.8% | $102,383-18.9% | $145,877-43.1% |
| Participation rate | 27.3% | 77.9%-50.7pp | 74.5%-47.2pp | 80.3%-53.0pp |
| Annual return | 6.72% | 24.83%-18.1pp | 24.94%-18.2pp | 551.28%-544.6pp |
| Employer contribution / active EE | $749 | $4,216-82.2% | $3,870-80.6% | $4,663-83.9% |
| Participant deferral / active EE | $2,491 | $5,621-55.7% | $5,060-50.8% | $6,691-62.8% |
| Admin fee / account holder | $7,867 | $9,750-19.3% | $8,391-6.2% | $13,402-41.3% |