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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 | $55,741 | $69,273-19.5% | $90,796-38.6% | $82,637-32.5% |
| Participation rate | 12.1% | 64.0%-51.9pp | 69.5%-57.4pp | 68.1%-55.9pp |
| Annual return | 5.86% | 18.37%-12.5pp | 19.29%-13.4pp | 53.51%-47.6pp |
| Employer contribution / active EE | $236 | $1,865-87.4% | $2,294-89.7% | $2,552-90.8% |
| Participant deferral / active EE | $1,247 | $3,047-59.1% | $3,822-67.4% | $4,126-69.8% |
| Admin fee / account holder | $10,604 | $5,511+92.4% | $7,024+51.0% | $7,339+44.5% |