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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 | $62,474 | $95,453-34.6% | $112,040-44.2% | $82,448-24.2% |
| Participation rate | 45.9% | 72.8%-26.9pp | 76.5%-30.6pp | 68.1%-22.2pp |
| Annual return | 11.72% | 23.92%-12.2pp | 24.52%-12.8pp | 41.64%-29.9pp |
| Employer contribution / active EE | $198 | $2,318-91.4% | $2,954-93.3% | $2,551-92.2% |
| Participant deferral / active EE | $4,109 | $4,224-2.7% | $5,098-19.4% | $4,139-0.7% |
| Admin fee / account holder | $16,262 | $9,013+80.4% | $12,098+34.4% | $7,234+124.8% |