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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 | $80,143 | $86,949-7.8% | $102,460-21.8% | $80,959-1.0% |
| Participation rate | 59.0% | 72.4%-13.4pp | 76.5%-17.5pp | 67.7%-8.7pp |
| Annual return | 8.46% | 18.89%-10.4pp | 29.47%-21.0pp | 35.67%-27.2pp |
| Employer contribution / active EE | $370 | $2,370-84.4% | $3,025-87.8% | $2,757-86.6% |
| Participant deferral / active EE | $2,903 | $4,121-29.6% | $5,056-42.6% | $4,300-32.5% |
| Admin fee / account holder | $17,532 | $8,048+117.8% | $9,460+85.3% | $6,925+153.2% |