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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 | $65,605 | $86,940-24.5% | $102,434-36.0% | $80,935-18.9% |
| Participation rate | 50.0% | 72.4%-22.4pp | 76.5%-26.5pp | 67.7%-17.7pp |
| Annual return | 6.61% | 18.89%-12.3pp | 29.46%-22.8pp | 35.66%-29.0pp |
| Employer contribution / active EE | $510 | $2,370-78.5% | $3,023-83.1% | $2,757-81.5% |
| Participant deferral / active EE | $2,544 | $4,121-38.3% | $5,055-49.7% | $4,299-40.8% |
| Admin fee / account holder | $29,137 | $8,047+262.1% | $9,462+207.9% | $6,924+320.8% |