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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 | $54,138 | $88,672-38.9% | $105,223-48.5% | $82,448-34.3% |
| Participation rate | 42.9% | 67.9%-25.1pp | 75.0%-32.2pp | 68.1%-25.2pp |
| Annual return | 10.73% | 30.86%-20.1pp | 180.65%-169.9pp | 41.64%-30.9pp |
| Employer contribution / active EE | $757 | $3,048-75.2% | $3,689-79.5% | $2,551-70.3% |
| Participant deferral / active EE | $3,277 | $4,036-18.8% | $5,072-35.4% | $4,139-20.8% |
| Admin fee / account holder | $16,224 | $7,146+127.0% | $8,859+83.1% | $7,234+124.3% |