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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 | $95,404-36.2% | $113,397-46.4% | $82,637-26.4% |
| Participation rate | 65.4% | 72.8%-7.4pp | 76.5%-11.1pp | 68.1%-2.7pp |
| Annual return | 8.10% | 19.08%-11.0pp | 23.20%-15.1pp | 53.51%-45.4pp |
| Employer contribution / active EE | $431 | $2,307-81.3% | $2,977-85.5% | $2,552-83.1% |
| Participant deferral / active EE | $3,199 | $4,220-24.2% | $5,076-37.0% | $4,126-22.5% |
| Admin fee / account holder | $26,935 | $9,168+193.8% | $11,957+125.3% | $7,339+267.0% |