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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 | $55,954 | $97,550-42.6% | $120,344-53.5% | $87,485-36.0% |
| Participation rate | 60.6% | 72.8%-12.2pp | 76.7%-16.1pp | 68.9%-8.3pp |
| Annual return | 11.68% | 18.41%-6.7pp | 20.30%-8.6pp | 26.06%-14.4pp |
| Employer contribution / active EE | $351 | $2,291-84.7% | $3,020-88.4% | $2,596-86.5% |
| Participant deferral / active EE | $2,710 | $4,230-35.9% | $5,135-47.2% | $4,274-36.6% |
| Admin fee / account holder | $9,635 | $9,543+1.0% | $12,742-24.4% | $7,775+23.9% |