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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 | $57,534 | $86,940-33.8% | $102,434-43.8% | $80,935-28.9% |
| Participation rate | 62.5% | 72.4%-9.9pp | 76.5%-14.0pp | 67.7%-5.2pp |
| Annual return | 10.15% | 18.89%-8.7pp | 29.46%-19.3pp | 35.66%-25.5pp |
| Employer contribution / active EE | $487 | $2,370-79.4% | $3,023-83.9% | $2,757-82.3% |
| Participant deferral / active EE | $3,724 | $4,121-9.6% | $5,055-26.3% | $4,299-13.4% |
| Admin fee / account holder | $6,220 | $8,047-22.7% | $9,462-34.3% | $6,924-10.2% |