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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 | $78,013-23.2% | $178,449-66.4% | $80,911-26.0% |
| Participation rate | 36.4% | 65.7%-29.3pp | 77.1%-40.7pp | 67.6%-31.3pp |
| Annual return | 9.43% | 18.07%-8.6pp | 27.09%-17.7pp | 35.63%-26.2pp |
| Employer contribution / active EE | $289 | $2,287-87.4% | $3,951-92.7% | $2,756-89.5% |
| Participant deferral / active EE | $1,799 | $4,408-59.2% | $6,277-71.3% | $4,297-58.1% |
| Admin fee / account holder | $20,601 | $7,166+187.5% | $10,362+98.8% | $6,935+197.1% |