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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 | $76,921 | $93,057-17.3% | $153,500-49.9% | $80,925-4.9% |
| Participation rate | 53.1% | 69.0%-15.9pp | 77.1%-24.0pp | 67.7%-14.5pp |
| Annual return | 9.98% | 19.96%-10.0pp | 15.70%-5.7pp | 35.65%-25.7pp |
| Employer contribution / active EE | $215 | $3,507-93.9% | $5,039-95.7% | $2,756-92.2% |
| Participant deferral / active EE | $2,454 | $5,179-52.6% | $6,756-63.7% | $4,299-42.9% |
| Admin fee / account holder | $2,504 | $8,885-71.8% | $12,736-80.3% | $6,940-63.9% |