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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 | $75,720-26.4% | $90,312-38.3% | $86,983-35.9% |
| Participation rate | 12.1% | 66.3%-54.2pp | 72.9%-60.8pp | 69.5%-57.4pp |
| Annual return | 5.86% | 18.55%-12.7pp | 18.90%-13.0pp | 25.83%-20.0pp |
| Employer contribution / active EE | $236 | $1,945-87.9% | $2,243-89.5% | $2,584-90.9% |
| Participant deferral / active EE | $1,247 | $3,001-58.5% | $3,749-66.8% | $4,194-70.3% |
| Admin fee / account holder | $10,604 | $6,201+71.0% | $8,248+28.6% | $7,856+35.0% |