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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 | $54,414 | $72,607-25.1% | $90,259-39.7% | $87,485-37.8% |
| Participation rate | 62.5% | 64.8%-2.3pp | 70.7%-8.2pp | 68.9%-6.4pp |
| Annual return | 12.23% | 18.59%-6.4pp | 18.88%-6.6pp | 26.06%-13.8pp |
| Employer contribution / active EE | $346 | $1,919-82.0% | $2,291-84.9% | $2,596-86.7% |
| Participant deferral / active EE | $3,303 | $3,055+8.1% | $3,827-13.7% | $4,274-22.7% |
| Admin fee / account holder | $6,920 | $5,947+16.4% | $7,267-4.8% | $7,775-11.0% |