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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 | $58,772 | $76,834-23.5% | $108,359-45.8% | $87,485-32.8% |
| Participation rate | 31.2% | 61.7%-30.6pp | 70.1%-39.0pp | 68.9%-37.8pp |
| Annual return | 11.32% | 19.09%-7.8pp | 36.89%-25.6pp | 26.06%-14.7pp |
| Employer contribution / active EE | $234 | $1,556-85.0% | $2,399-90.2% | $2,596-91.0% |
| Participant deferral / active EE | $1,927 | $3,100-37.9% | $4,137-53.4% | $4,274-54.9% |
| Admin fee / account holder | $22,300 | $6,537+241.1% | $9,741+128.9% | $7,775+186.8% |