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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 | $53,485 | $86,938-38.5% | $102,423-47.8% | $80,925-33.9% |
| Participation rate | 66.0% | 72.4%-6.4pp | 76.5%-10.5pp | 67.7%-1.7pp |
| Annual return | 8.58% | 18.89%-10.3pp | 29.42%-20.8pp | 35.65%-27.1pp |
| Employer contribution / active EE | $270 | $2,369-88.6% | $3,023-91.1% | $2,756-90.2% |
| Participant deferral / active EE | $1,962 | $4,120-52.4% | $5,054-61.2% | $4,299-54.4% |
| Admin fee / account holder | $21,343 | $8,053+165.0% | $9,455+125.7% | $6,940+207.5% |