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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 | $60,825 | $104,098-41.6% | $140,514-56.7% | $94,015-35.3% |
| Participation rate | 65.4% | 73.7%-8.3pp | 77.8%-12.4pp | 70.8%-5.4pp |
| Annual return | 8.10% | 15.14%-7.0pp | 14.36%-6.3pp | 17.84%-9.7pp |
| Employer contribution / active EE | $431 | $2,388-81.9% | $3,378-87.2% | $2,790-84.5% |
| Participant deferral / active EE | $3,199 | $4,033-20.7% | $4,919-35.0% | $4,249-24.7% |
| Admin fee / account holder | $26,935 | $10,439+158.0% | $13,697+96.6% | $8,951+200.9% |