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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 | $82,152 | $104,098-21.1% | $140,514-41.5% | $94,015-12.6% |
| Participation rate | 59.0% | 73.7%-14.7pp | 77.8%-18.8pp | 70.8%-11.8pp |
| Annual return | 2.62% | 15.14%-12.5pp | 14.36%-11.7pp | 17.84%-15.2pp |
| Employer contribution / active EE | $169 | $2,388-92.9% | $3,378-95.0% | $2,790-93.9% |
| Participant deferral / active EE | $2,460 | $4,033-39.0% | $4,919-50.0% | $4,249-42.1% |
| Admin fee / account holder | $21,895 | $10,439+109.7% | $13,697+59.9% | $8,951+144.6% |