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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 | $72,727 | $95,453-23.8% | $112,040-35.1% | $82,448-11.8% |
| Participation rate | 61.5% | 72.8%-11.2pp | 76.5%-15.0pp | 68.1%-6.5pp |
| Annual return | 10.73% | 23.92%-13.2pp | 24.52%-13.8pp | 41.64%-30.9pp |
| Employer contribution / active EE | $577 | $2,318-75.1% | $2,954-80.5% | $2,551-77.4% |
| Participant deferral / active EE | $2,987 | $4,224-29.3% | $5,098-41.4% | $4,139-27.8% |
| Admin fee / account holder | $2,704 | $9,013-70.0% | $12,098-77.6% | $7,234-62.6% |