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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 | $100,194-18.0% | $122,979-33.2% | $86,983-5.6% |
| Participation rate | 59.0% | 73.0%-14.0pp | 77.2%-18.2pp | 69.5%-10.6pp |
| Annual return | 2.62% | 16.47%-13.9pp | 20.12%-17.5pp | 25.83%-23.2pp |
| Employer contribution / active EE | $169 | $2,326-92.7% | $3,062-94.5% | $2,584-93.5% |
| Participant deferral / active EE | $2,460 | $4,133-40.5% | $5,003-50.8% | $4,194-41.3% |
| Admin fee / account holder | $21,895 | $10,148+115.8% | $12,864+70.2% | $7,856+178.7% |