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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 | $53,659 | $126,661-57.6% | $113,397-52.7% | $138,895-61.4% |
| Participation rate | 40.0% | 79.4%-39.4pp | 76.5%-36.5pp | 79.9%-39.9pp |
| Annual return | 7.70% | 25.05%-17.4pp | 23.20%-15.5pp | 145.39%-137.7pp |
| Employer contribution / active EE | $161 | $3,456-95.3% | $2,977-94.6% | $4,194-96.2% |
| Participant deferral / active EE | $2,010 | $5,693-64.7% | $5,076-60.4% | $6,396-68.6% |
| Admin fee / account holder | $43,363 | $14,549+198.0% | $11,957+262.7% | $12,562+245.2% |