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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 | $57,193 | $73,981-22.7% | $105,754-45.9% | $62,881-9.0% |
| Participation rate | 63.0% | 71.7%-8.7pp | 78.9%-16.0pp | 69.3%-6.3pp |
| Annual return | 2.95% | 17.60%-14.7pp | 12.25%-9.3pp | 20.14%-17.2pp |
| Employer contribution / active EE | $410 | $2,856-85.6% | $4,079-89.9% | $2,281-82.0% |
| Participant deferral / active EE | $2,521 | $4,038-37.6% | $5,326-52.7% | $3,203-21.3% |
| Admin fee / account holder | $17,438 | $5,976+191.8% | $8,309+109.9% | $4,296+305.9% |