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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 | $80,425 | $81,504-1.3% | $102,437-21.5% | $80,959-0.7% |
| Participation rate | 64.4% | 66.9%-2.4pp | 74.5%-10.1pp | 67.7%-3.2pp |
| Annual return | 10.39% | 25.60%-15.2pp | 24.95%-14.6pp | 35.67%-25.3pp |
| Employer contribution / active EE | $482 | $3,104-84.5% | $3,871-87.6% | $2,757-82.5% |
| Participant deferral / active EE | $2,969 | $3,871-23.3% | $5,060-41.3% | $4,300-31.0% |
| Admin fee / account holder | $7,878 | $6,719+17.2% | $8,388-6.1% | $6,925+13.8% |