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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 | $55,884 | $117,846-52.6% | $102,434-45.4% | $145,884-61.7% |
| Participation rate | 40.0% | 78.6%-38.6pp | 76.5%-36.5pp | 80.3%-40.3pp |
| Annual return | 1.70% | 31.90%-30.2pp | 29.46%-27.8pp | 551.85%-550.1pp |
| Employer contribution / active EE | $432 | $3,615-88.0% | $3,023-85.7% | $4,662-90.7% |
| Participant deferral / active EE | $4,726 | $5,733-17.6% | $5,055-6.5% | $6,690-29.4% |
| Admin fee / account holder | $15,316 | $13,356+14.7% | $9,462+61.9% | $13,392+14.4% |