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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 | $52,819 | $83,369-36.6% | $105,223-49.8% | $67,986-22.3% |
| Participation rate | 42.1% | 56.3%-14.1pp | 75.0%-32.9pp | 57.2%-15.1pp |
| Annual return | 12.87% | 24.64%-11.8pp | 180.65%-167.8pp | 31.67%-18.8pp |
| Employer contribution / active EE | $563 | $2,541-77.8% | $3,689-84.7% | $2,019-72.1% |
| Participant deferral / active EE | $1,628 | $3,295-50.6% | $5,072-67.9% | $3,358-51.5% |
| Admin fee / account holder | $6,647 | $4,073+63.2% | $8,859-25.0% | $3,203+107.5% |