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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 | $56,971 | $95,762-40.5% | $379,746-85.0% | $79,856-28.7% |
| Participation rate | 51.9% | 74.0%-22.1pp | 78.4%-26.6pp | 69.6%-17.8pp |
| Annual return | 8.33% | 18.26%-9.9pp | 34.90%-26.6pp | 31.71%-23.4pp |
| Employer contribution / active EE | $89 | $2,695-96.7% | $3,540-97.5% | $2,471-96.4% |
| Participant deferral / active EE | $2,222 | $4,705-52.8% | $6,024-63.1% | $3,741-40.6% |
| Admin fee / account holder | $10,286 | $6,745+52.5% | $7,927+29.8% | $5,306+93.8% |