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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 | $97,550-15.8% | $120,344-31.7% | $87,485-6.1% |
| Participation rate | 59.0% | 72.8%-13.9pp | 76.7%-17.7pp | 68.9%-10.0pp |
| Annual return | 2.62% | 18.41%-15.8pp | 20.30%-17.7pp | 26.06%-23.4pp |
| Employer contribution / active EE | $169 | $2,291-92.6% | $3,020-94.4% | $2,596-93.5% |
| Participant deferral / active EE | $2,460 | $4,230-41.8% | $5,135-52.1% | $4,274-42.4% |
| Admin fee / account holder | $21,895 | $9,543+129.4% | $12,742+71.8% | $7,775+181.6% |