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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 | $61,490 | $76,834-20.0% | $108,359-43.3% | $87,485-29.7% |
| Participation rate | 35.2% | 61.7%-26.5pp | 70.1%-34.9pp | 68.9%-33.7pp |
| Annual return | 8.29% | 19.09%-10.8pp | 36.89%-28.6pp | 26.06%-17.8pp |
| Employer contribution / active EE | $313 | $1,556-79.9% | $2,399-87.0% | $2,596-88.0% |
| Participant deferral / active EE | $2,085 | $3,100-32.7% | $4,137-49.6% | $4,274-51.2% |
| Admin fee / account holder | $22,277 | $6,537+240.8% | $9,741+128.7% | $7,775+186.5% |