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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 | $54,898 | $55,902-1.8% | $76,030-27.8% | $80,959-32.2% |
| Participation rate | 26.9% | 62.1%-35.2pp | 69.1%-42.2pp | 67.7%-40.8pp |
| Annual return | 8.51% | 20.59%-12.1pp | 361.54%-353.0pp | 35.67%-27.2pp |
| Employer contribution / active EE | $232 | $1,867-87.6% | $2,688-91.4% | $2,757-91.6% |
| Participant deferral / active EE | $1,214 | $3,051-60.2% | $4,257-71.5% | $4,300-71.8% |
| Admin fee / account holder | $9,788 | $5,239+86.8% | $6,421+52.4% | $6,925+41.3% |