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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 | $61,979 | $86,949-28.7% | $102,460-39.5% | $80,959-23.4% |
| Participation rate | 65.1% | 72.4%-7.3pp | 76.5%-11.4pp | 67.7%-2.6pp |
| Annual return | 8.37% | 18.89%-10.5pp | 29.47%-21.1pp | 35.67%-27.3pp |
| Employer contribution / active EE | $307 | $2,370-87.1% | $3,025-89.9% | $2,757-88.9% |
| Participant deferral / active EE | $2,642 | $4,121-35.9% | $5,056-47.8% | $4,300-38.6% |
| Admin fee / account holder | $8,916 | $8,048+10.8% | $9,460-5.8% | $6,925+28.7% |