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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 | $54,153 | $67,602-19.9% | $82,312-34.2% | $70,126-22.8% |
| Participation rate | 58.6% | 72.8%-14.2pp | 76.9%-18.3pp | 69.5%-10.9pp |
| Annual return | 11.59% | 21.57%-10.0pp | 25.88%-14.3pp | 73.15%-61.6pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,760 | $2,987-41.1% | $3,706-52.5% | $3,332-47.2% |
| Admin fee / account holder | $16,407 | $4,512+263.7% | $5,608+192.6% | $4,645+253.2% |