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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 | $69,296 | $86,940-20.3% | $102,434-32.4% | $80,935-14.4% |
| Participation rate | 62.5% | 72.4%-9.9pp | 76.5%-14.0pp | 67.7%-5.2pp |
| Annual return | 10.12% | 18.89%-8.8pp | 29.46%-19.3pp | 35.66%-25.5pp |
| Employer contribution / active EE | $632 | $2,370-73.3% | $3,023-79.1% | $2,757-77.1% |
| Participant deferral / active EE | $2,507 | $4,121-39.2% | $5,055-50.4% | $4,299-41.7% |
| Admin fee / account holder | $905 | $8,047-88.8% | $9,462-90.4% | $6,924-86.9% |