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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 | $57,527 | $81,233-29.2% | $155,567-63.0% | $80,874-28.9% |
| Participation rate | 45.9% | 66.2%-20.4pp | 78.2%-32.3pp | 67.6%-21.8pp |
| Annual return | 10.37% | 33.33%-23.0pp | 64.74%-54.4pp | 35.62%-25.2pp |
| Employer contribution / active EE | $173 | $3,101-94.4% | $4,674-96.3% | $2,756-93.7% |
| Participant deferral / active EE | $946 | $3,452-72.6% | $5,628-83.2% | $4,297-78.0% |
| Admin fee / account holder | $14,768 | $7,998+84.6% | $15,916-7.2% | $6,935+112.9% |