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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 | $61,696 | $97,550-36.8% | $120,344-48.7% | $87,485-29.5% |
| Participation rate | 65.9% | 72.8%-7.0pp | 76.7%-10.9pp | 68.9%-3.1pp |
| Annual return | 5.90% | 18.41%-12.5pp | 20.30%-14.4pp | 26.06%-20.2pp |
| Employer contribution / active EE | $433 | $2,291-81.1% | $3,020-85.7% | $2,596-83.3% |
| Participant deferral / active EE | $2,675 | $4,230-36.8% | $5,135-47.9% | $4,274-37.4% |
| Admin fee / account holder | $13,656 | $9,543+43.1% | $12,742+7.2% | $7,775+75.6% |