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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 | $61,696 | $104,098-40.7% | $140,514-56.1% | $94,015-34.4% |
| Participation rate | 65.9% | 73.7%-7.9pp | 77.8%-11.9pp | 70.8%-5.0pp |
| Annual return | 5.90% | 15.14%-9.2pp | 14.36%-8.5pp | 17.84%-11.9pp |
| Employer contribution / active EE | $433 | $2,388-81.9% | $3,378-87.2% | $2,790-84.5% |
| Participant deferral / active EE | $2,675 | $4,033-33.7% | $4,919-45.6% | $4,249-37.0% |
| Admin fee / account holder | $13,656 | $10,439+30.8% | $13,697-0.3% | $8,951+52.6% |