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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 | $77,570 | $97,550-20.5% | $120,344-35.5% | $87,485-11.3% |
| Participation rate | 57.5% | 72.8%-15.3pp | 76.7%-19.2pp | 68.9%-11.4pp |
| Annual return | 10.54% | 18.41%-7.9pp | 20.30%-9.8pp | 26.06%-15.5pp |
| Employer contribution / active EE | $136 | $2,291-94.1% | $3,020-95.5% | $2,596-94.8% |
| Participant deferral / active EE | $2,715 | $4,230-35.8% | $5,135-47.1% | $4,274-36.5% |
| Admin fee / account holder | $2,039 | $9,543-78.6% | $12,742-84.0% | $7,775-73.8% |