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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 | $61,887 | $86,949-28.8% | $102,460-39.6% | $80,959-23.6% |
| Participation rate | 58.4% | 72.4%-14.0pp | 76.5%-18.1pp | 67.7%-9.2pp |
| Annual return | 8.56% | 18.89%-10.3pp | 29.47%-20.9pp | 35.67%-27.1pp |
| Employer contribution / active EE | $664 | $2,370-72.0% | $3,025-78.1% | $2,757-75.9% |
| Participant deferral / active EE | $1,921 | $4,121-53.4% | $5,056-62.0% | $4,300-55.3% |
| Admin fee / account holder | $1,901 | $8,048-76.4% | $9,460-79.9% | $6,925-72.6% |