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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 | $81,276-29.2% | $155,574-63.0% | $80,925-28.9% |
| Participation rate | 45.9% | 66.2%-20.4pp | 78.2%-32.3pp | 67.7%-21.8pp |
| Annual return | 10.37% | 33.36%-23.0pp | 64.87%-54.5pp | 35.65%-25.3pp |
| Employer contribution / active EE | $173 | $3,103-94.4% | $4,676-96.3% | $2,756-93.7% |
| Participant deferral / active EE | $946 | $3,453-72.6% | $5,629-83.2% | $4,299-78.0% |
| Admin fee / account holder | $14,768 | $7,993+84.7% | $15,914-7.2% | $6,940+112.8% |