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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 | $55,177 | $57,061-3.3% | $85,063-35.1% | $80,911-31.8% |
| Participation rate | 43.3% | 56.3%-13.0pp | 67.5%-24.2pp | 67.6%-24.3pp |
| Annual return | 9.64% | 21.66%-12.0pp | 66.54%-56.9pp | 35.63%-26.0pp |
| Employer contribution / active EE | $246 | $1,799-86.3% | $2,727-91.0% | $2,756-91.1% |
| Participant deferral / active EE | $1,458 | $3,110-53.1% | $4,523-67.8% | $4,297-66.1% |
| Admin fee / account holder | $7,329 | $4,986+47.0% | $6,155+19.1% | $6,935+5.7% |