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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 | $51,851 | $65,364-20.7% | $92,909-44.2% | $72,975-28.9% |
| Participation rate | 60.0% | 68.3%-8.3pp | 76.0%-16.0pp | 69.5%-9.5pp |
| Annual return | 14.72% | 42.11%-27.4pp | 109.44%-94.7pp | 81.01%-66.3pp |
| Employer contribution / active EE | $345 | $2,594-86.7% | $3,653-90.5% | $2,440-85.8% |
| Participant deferral / active EE | $1,512 | $3,128-51.7% | $4,238-64.3% | $3,608-58.1% |
| Admin fee / account holder | $27,147 | $4,251+538.6% | $5,795+368.4% | $5,124+429.8% |