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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 | $59,881 | $78,027-23.3% | $178,528-66.5% | $80,925-26.0% |
| Participation rate | 36.4% | 65.7%-29.3pp | 77.1%-40.7pp | 67.7%-31.3pp |
| Annual return | 9.43% | 18.09%-8.7pp | 27.11%-17.7pp | 35.65%-26.2pp |
| Employer contribution / active EE | $289 | $2,281-87.4% | $3,950-92.7% | $2,756-89.5% |
| Participant deferral / active EE | $1,799 | $4,408-59.2% | $6,278-71.3% | $4,299-58.1% |
| Admin fee / account holder | $20,601 | $7,168+187.4% | $10,419+97.7% | $6,940+196.8% |