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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 | $77,853 | $60,349+29.0% | $74,184+4.9% | $62,881+23.8% |
| Participation rate | 60.7% | 72.7%-12.0pp | 76.6%-15.9pp | 69.3%-8.6pp |
| Annual return | 2.52% | 21.38%-18.9pp | 17.74%-15.2pp | 20.14%-17.6pp |
| Employer contribution / active EE | $154 | $1,680-90.8% | $2,370-93.5% | $2,281-93.3% |
| Participant deferral / active EE | $2,027 | $2,856-29.0% | $3,550-42.9% | $3,203-36.7% |
| Admin fee / account holder | $1,451 | $4,261-66.0% | $5,586-74.0% | $4,296-66.2% |