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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 | $66,912 | $86,938-23.0% | $102,423-34.7% | $80,925-17.3% |
| Participation rate | 58.8% | 72.4%-13.6pp | 76.5%-17.7pp | 67.7%-8.8pp |
| Annual return | 9.34% | 18.89%-9.5pp | 29.42%-20.1pp | 35.65%-26.3pp |
| Employer contribution / active EE | $347 | $2,369-85.4% | $3,023-88.5% | $2,756-87.4% |
| Participant deferral / active EE | $3,329 | $4,120-19.2% | $5,054-34.1% | $4,299-22.6% |
| Admin fee / account holder | $729 | $8,053-90.9% | $9,455-92.3% | $6,940-89.5% |