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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 | $54,637 | $81,504-33.0% | $102,437-46.7% | $80,959-32.5% |
| Participation rate | 65.4% | 66.9%-1.5pp | 74.5%-9.1pp | 67.7%-2.3pp |
| Annual return | 8.86% | 25.60%-16.7pp | 24.95%-16.1pp | 35.67%-26.8pp |
| Employer contribution / active EE | $404 | $3,104-87.0% | $3,871-89.6% | $2,757-85.4% |
| Participant deferral / active EE | $4,287 | $3,871+10.8% | $5,060-15.3% | $4,300-0.3% |
| Admin fee / account holder | $1,163 | $6,719-82.7% | $8,388-86.1% | $6,925-83.2% |