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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 | $55,796 | $81,331-31.4% | $155,534-64.1% | $80,935-31.1% |
| Participation rate | 25.0% | 66.3%-41.3pp | 78.2%-53.2pp | 67.7%-42.7pp |
| Annual return | 10.03% | 33.37%-23.3pp | 64.92%-54.9pp | 35.66%-25.6pp |
| Employer contribution / active EE | $298 | $3,105-90.4% | $4,675-93.6% | $2,757-89.2% |
| Participant deferral / active EE | $925 | $3,454-73.2% | $5,630-83.6% | $4,299-78.5% |
| Admin fee / account holder | $5,556 | $7,999-30.5% | $15,900-65.1% | $6,924-19.8% |