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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 | $49,671 | $78,690-36.9% | $161,489-69.2% | $87,485-43.2% |
| Participation rate | 37.0% | 67.5%-30.4pp | 78.7%-41.7pp | 68.9%-31.9pp |
| Annual return | 6.96% | 32.74%-25.8pp | 89.72%-82.8pp | 26.06%-19.1pp |
| Employer contribution / active EE | $266 | $2,588-89.7% | $4,268-93.8% | $2,596-89.8% |
| Participant deferral / active EE | $1,379 | $3,311-58.3% | $5,630-75.5% | $4,274-67.7% |
| Admin fee / account holder | $26,680 | $6,724+296.8% | $16,006+66.7% | $7,775+243.2% |