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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 | $51,631 | $56,894-9.3% | $84,753-39.1% | $62,881-17.9% |
| Participation rate | 27.6% | 68.5%-41.0pp | 76.6%-49.0pp | 69.3%-41.7pp |
| Annual return | 3.10% | 6.30%-3.2pp | 22.78%-19.7pp | 20.14%-17.0pp |
| Employer contribution / active EE | $394 | $2,400-83.6% | $3,574-89.0% | $2,281-82.7% |
| Participant deferral / active EE | $1,575 | $2,709-41.9% | $3,712-57.6% | $3,203-50.8% |
| Admin fee / account holder | $22,976 | $3,581+541.6% | $5,333+330.8% | $4,296+434.9% |