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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 | $107,733 | $100,194+7.5% | $122,979-12.4% | $86,983+23.9% |
| Participation rate | 67.6% | 73.0%-5.4pp | 77.2%-9.6pp | 69.5%-2.0pp |
| Annual return | 8.61% | 16.47%-7.9pp | 20.12%-11.5pp | 25.83%-17.2pp |
| Employer contribution / active EE | $417 | $2,326-82.1% | $3,062-86.4% | $2,584-83.9% |
| Participant deferral / active EE | $2,458 | $4,133-40.5% | $5,003-50.9% | $4,194-41.4% |
| Admin fee / account holder | $4,264 | $10,148-58.0% | $12,864-66.9% | $7,856-45.7% |