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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 | $59,536 | $72,272-17.6% | $101,264-41.2% | $79,858-25.4% |
| Participation rate | 58.9% | 68.5%-9.5pp | 75.8%-16.9pp | 69.6%-10.7pp |
| Annual return | 8.83% | 22.30%-13.5pp | 46.48%-37.7pp | 31.72%-22.9pp |
| Employer contribution / active EE | $175 | $2,692-93.5% | $3,660-95.2% | $2,471-92.9% |
| Participant deferral / active EE | $1,410 | $3,282-57.0% | $4,370-67.7% | $3,740-62.3% |
| Admin fee / account holder | $15,910 | $4,401+261.5% | $5,947+167.5% | $5,306+199.9% |