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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 | $97,550-37.6% | $120,344-49.5% | $87,485-30.5% |
| Participation rate | 65.4% | 72.8%-7.4pp | 76.7%-11.3pp | 68.9%-3.5pp |
| Annual return | 8.10% | 18.41%-10.3pp | 20.30%-12.2pp | 26.06%-18.0pp |
| Employer contribution / active EE | $431 | $2,291-81.2% | $3,020-85.7% | $2,596-83.4% |
| Participant deferral / active EE | $3,199 | $4,230-24.4% | $5,135-37.7% | $4,274-25.1% |
| Admin fee / account holder | $26,935 | $9,543+182.3% | $12,742+111.4% | $7,775+246.4% |