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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 | $60,390 | $101,795-40.7% | $165,100-63.4% | $80,959-25.4% |
| Participation rate | 54.5% | 71.8%-17.3pp | 78.6%-24.1pp | 67.7%-13.1pp |
| Annual return | 7.53% | 16.73%-9.2pp | 70.21%-62.7pp | 35.67%-28.1pp |
| Employer contribution / active EE | $337 | $2,954-88.6% | $4,348-92.2% | $2,757-87.8% |
| Participant deferral / active EE | $3,373 | $4,476-24.7% | $6,035-44.1% | $4,300-21.6% |
| Admin fee / account holder | $1,001 | $8,221-87.8% | $12,696-92.1% | $6,925-85.5% |