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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 | $61,718 | $89,259-30.9% | $107,187-42.4% | $82,637-25.3% |
| Participation rate | 52.7% | 67.9%-15.2pp | 75.0%-22.3pp | 68.1%-15.3pp |
| Annual return | 12.18% | 21.02%-8.8pp | 204.55%-192.4pp | 53.51%-41.3pp |
| Employer contribution / active EE | $657 | $3,080-78.7% | $3,782-82.6% | $2,552-74.3% |
| Participant deferral / active EE | $2,746 | $4,037-32.0% | $5,096-46.1% | $4,126-33.4% |
| Admin fee / account holder | $15,141 | $7,381+105.1% | $9,162+65.3% | $7,339+106.3% |