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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 | $97,550-36.0% | $120,344-48.1% | $87,485-28.6% |
| Participation rate | 45.9% | 72.8%-26.9pp | 76.7%-30.8pp | 68.9%-23.0pp |
| Annual return | 11.72% | 18.41%-6.7pp | 20.30%-8.6pp | 26.06%-14.3pp |
| Employer contribution / active EE | $198 | $2,291-91.3% | $3,020-93.4% | $2,596-92.4% |
| Participant deferral / active EE | $4,109 | $4,230-2.9% | $5,135-20.0% | $4,274-3.9% |
| Admin fee / account holder | $16,262 | $9,543+70.4% | $12,742+27.6% | $7,775+109.2% |