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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 | $57,360 | $81,276-29.4% | $155,574-63.1% | $80,925-29.1% |
| Participation rate | 26.8% | 66.2%-39.4pp | 78.2%-51.4pp | 67.7%-40.8pp |
| Annual return | 8.74% | 33.36%-24.6pp | 64.87%-56.1pp | 35.65%-26.9pp |
| Employer contribution / active EE | $188 | $3,103-94.0% | $4,676-96.0% | $2,756-93.2% |
| Participant deferral / active EE | $1,113 | $3,453-67.8% | $5,629-80.2% | $4,299-74.1% |
| Admin fee / account holder | $4,373 | $7,993-45.3% | $15,914-72.5% | $6,940-37.0% |