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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 | $77,913 | $100,194-22.2% | $122,979-36.6% | $86,983-10.4% |
| Participation rate | 61.6% | 73.0%-11.3pp | 77.2%-15.5pp | 69.5%-7.9pp |
| Annual return | 9.81% | 16.47%-6.7pp | 20.12%-10.3pp | 25.83%-16.0pp |
| Employer contribution / active EE | $140 | $2,326-94.0% | $3,062-95.4% | $2,584-94.6% |
| Participant deferral / active EE | $2,967 | $4,133-28.2% | $5,003-40.7% | $4,194-29.3% |
| Admin fee / account holder | $6,623 | $10,148-34.7% | $12,864-48.5% | $7,856-15.7% |