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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 | $63,603 | $95,453-33.4% | $112,040-43.2% | $82,448-22.9% |
| Participation rate | 56.8% | 72.8%-15.9pp | 76.5%-19.7pp | 68.1%-11.2pp |
| Annual return | 9.82% | 23.92%-14.1pp | 24.52%-14.7pp | 41.64%-31.8pp |
| Employer contribution / active EE | $432 | $2,318-81.4% | $2,954-85.4% | $2,551-83.1% |
| Participant deferral / active EE | $2,150 | $4,224-49.1% | $5,098-57.8% | $4,139-48.1% |
| Admin fee / account holder | $25,002 | $9,013+177.4% | $12,098+106.7% | $7,234+245.6% |