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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 | $50,109 | $55,902-10.4% | $76,030-34.1% | $80,959-38.1% |
| Participation rate | 15.4% | 62.1%-46.7pp | 69.1%-53.7pp | 67.7%-52.3pp |
| Annual return | 10.16% | 20.59%-10.4pp | 361.54%-351.4pp | 35.67%-25.5pp |
| Employer contribution / active EE | $218 | $1,867-88.3% | $2,688-91.9% | $2,757-92.1% |
| Participant deferral / active EE | $1,036 | $3,051-66.0% | $4,257-75.7% | $4,300-75.9% |
| Admin fee / account holder | $9,212 | $5,239+75.8% | $6,421+43.5% | $6,925+33.0% |