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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 | $97,550-25.4% | $120,344-39.6% | $87,485-16.9% |
| Participation rate | 61.5% | 72.8%-11.3pp | 76.7%-15.2pp | 68.9%-7.4pp |
| Annual return | 10.73% | 18.41%-7.7pp | 20.30%-9.6pp | 26.06%-15.3pp |
| Employer contribution / active EE | $577 | $2,291-74.8% | $3,020-80.9% | $2,596-77.8% |
| Participant deferral / active EE | $2,987 | $4,230-29.4% | $5,135-41.8% | $4,274-30.1% |
| Admin fee / account holder | $2,704 | $9,543-71.7% | $12,742-78.8% | $7,775-65.2% |