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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 | $83,033 | $100,194-17.1% | $122,979-32.5% | $86,983-4.5% |
| Participation rate | 66.7% | 73.0%-6.3pp | 77.2%-10.5pp | 69.5%-2.9pp |
| Annual return | 11.09% | 16.47%-5.4pp | 20.12%-9.0pp | 25.83%-14.7pp |
| Employer contribution / active EE | $385 | $2,326-83.4% | $3,062-87.4% | $2,584-85.1% |
| Participant deferral / active EE | $2,478 | $4,133-40.1% | $5,003-50.5% | $4,194-40.9% |
| Admin fee / account holder | $16,276 | $10,148+60.4% | $12,864+26.5% | $7,856+107.2% |