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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 | $115,931-25.6% | $185,441-53.5% | $86,983-0.9% |
| Participation rate | 67.5% | 73.6%-6.1pp | 80.3%-12.7pp | 69.5%-2.0pp |
| Annual return | 9.68% | 21.47%-11.8pp | 20.16%-10.5pp | 25.83%-16.2pp |
| Employer contribution / active EE | $649 | $2,937-77.9% | $4,672-86.1% | $2,584-74.9% |
| Participant deferral / active EE | $4,118 | $4,551-9.5% | $6,152-33.1% | $4,194-1.8% |
| Admin fee / account holder | $29,984 | $10,687+180.6% | $17,890+67.6% | $7,856+281.7% |