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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 | $54,919 | $68,880-20.3% | $120,580-54.5% | $80,959-32.2% |
| Participation rate | 54.8% | 61.7%-6.9pp | 72.0%-17.2pp | 67.7%-12.9pp |
| Annual return | 9.34% | 23.68%-14.3pp | 107.48%-98.1pp | 35.67%-26.3pp |
| Employer contribution / active EE | $422 | $2,066-79.6% | $3,469-87.8% | $2,757-84.7% |
| Participant deferral / active EE | $3,143 | $3,191-1.5% | $4,995-37.1% | $4,300-26.9% |
| Admin fee / account holder | $18,121 | $5,785+213.2% | $9,418+92.4% | $6,925+161.7% |