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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 | $75,777 | $138,366-45.2% | $184,185-58.9% | $80,911-6.3% |
| Participation rate | 65.6% | 83.9%-18.3pp | 86.8%-21.2pp | 67.6%-2.0pp |
| Annual return | 9.67% | 20.02%-10.4pp | 28.81%-19.1pp | 35.63%-26.0pp |
| Employer contribution / active EE | $1,001 | $4,849-79.4% | $6,426-84.4% | $2,756-63.7% |
| Participant deferral / active EE | $4,002 | $7,074-43.4% | $9,132-56.2% | $4,297-6.9% |
| Admin fee / account holder | $14,245 | $10,484+35.9% | $13,909+2.4% | $6,935+105.4% |