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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 | $50,637 | $78,425-35.4% | $95,956-47.2% | $79,858-36.6% |
| Participation rate | 52.6% | 73.5%-20.9pp | 77.1%-24.4pp | 69.6%-17.0pp |
| Annual return | 7.33% | 19.37%-12.0pp | 91.63%-84.3pp | 31.72%-24.4pp |
| Employer contribution / active EE | $147 | $1,945-92.5% | $2,541-94.2% | $2,471-94.1% |
| Participant deferral / active EE | $2,536 | $3,440-26.3% | $4,167-39.1% | $3,740-32.2% |
| Admin fee / account holder | $16,602 | $5,622+195.3% | $6,797+144.3% | $5,306+212.9% |