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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 | $85,942 | $124,425-30.9% | $112,040-23.3% | $137,256-37.4% |
| Participation rate | 58.3% | 79.3%-21.0pp | 76.5%-18.2pp | 80.0%-21.6pp |
| Annual return | 9.06% | 24.72%-15.7pp | 24.52%-15.5pp | 220.34%-211.3pp |
| Employer contribution / active EE | $193 | $3,411-94.3% | $2,954-93.5% | $4,156-95.4% |
| Participant deferral / active EE | $3,061 | $5,718-46.5% | $5,098-40.0% | $6,407-52.2% |
| Admin fee / account holder | $9,024 | $15,207-40.7% | $12,098-25.4% | $12,270-26.5% |