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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 | $54,414 | $65,364-16.8% | $92,909-41.4% | $72,975-25.4% |
| Participation rate | 23.7% | 68.3%-44.6pp | 76.0%-52.3pp | 69.5%-45.8pp |
| Annual return | 15.40% | 42.11%-26.7pp | 109.44%-94.0pp | 81.01%-65.6pp |
| Employer contribution / active EE | $498 | $2,594-80.8% | $3,653-86.4% | $2,440-79.6% |
| Participant deferral / active EE | $1,693 | $3,128-45.9% | $4,238-60.1% | $3,608-53.1% |
| Admin fee / account holder | $11,679 | $4,251+174.7% | $5,795+101.5% | $5,124+127.9% |