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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 | $83,816 | $115,931-27.7% | $185,441-54.8% | $86,983-3.6% |
| Participation rate | 55.6% | 73.6%-18.1pp | 80.3%-24.7pp | 69.5%-14.0pp |
| Annual return | 8.18% | 21.47%-13.3pp | 20.16%-12.0pp | 25.83%-17.7pp |
| Employer contribution / active EE | $506 | $2,937-82.8% | $4,672-89.2% | $2,584-80.4% |
| Participant deferral / active EE | $3,712 | $4,551-18.4% | $6,152-39.7% | $4,194-11.5% |
| Admin fee / account holder | $51,766 | $10,687+384.4% | $17,890+189.4% | $7,856+558.9% |