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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 | $50,568 | $58,627-13.7% | $76,735-34.1% | $82,448-38.7% |
| Participation rate | 42.9% | 63.2%-20.4pp | 69.5%-26.6pp | 68.1%-25.2pp |
| Annual return | 12.50% | 39.10%-26.6pp | 29.77%-17.3pp | 41.64%-29.1pp |
| Employer contribution / active EE | $147 | $1,729-91.5% | $2,454-94.0% | $2,551-94.2% |
| Participant deferral / active EE | $2,495 | $3,134-20.4% | $4,088-39.0% | $4,139-39.7% |
| Admin fee / account holder | $10,857 | $5,323+104.0% | $7,189+51.0% | $7,234+50.1% |