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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 | $60,220 | $93,345-35.5% | $119,126-49.4% | $87,485-31.2% |
| Participation rate | 58.2% | 68.7%-10.5pp | 75.8%-17.5pp | 68.9%-10.7pp |
| Annual return | 9.27% | 19.08%-9.8pp | 282.11%-272.8pp | 26.06%-16.8pp |
| Employer contribution / active EE | $782 | $3,172-75.3% | $4,034-80.6% | $2,596-69.9% |
| Participant deferral / active EE | $2,968 | $4,099-27.6% | $5,318-44.2% | $4,274-30.6% |
| Admin fee / account holder | $19,852 | $8,039+147.0% | $10,693+85.7% | $7,775+155.3% |