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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 | $86,242 | $123,478-30.2% | $216,567-60.2% | $94,015-8.3% |
| Participation rate | 67.5% | 75.1%-7.6pp | 81.6%-14.1pp | 70.8%-3.3pp |
| Annual return | 9.68% | 23.61%-13.9pp | 12.94%-3.3pp | 17.84%-8.2pp |
| Employer contribution / active EE | $649 | $3,136-79.3% | $5,216-87.6% | $2,790-76.7% |
| Participant deferral / active EE | $4,118 | $4,556-9.6% | $6,191-33.5% | $4,249-3.1% |
| Admin fee / account holder | $29,984 | $12,753+135.1% | $21,981+36.4% | $8,951+235.0% |