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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 | $54,542 | $67,602-19.3% | $82,312-33.7% | $70,126-22.2% |
| Participation rate | 60.9% | 72.8%-11.8pp | 76.9%-16.0pp | 69.5%-8.6pp |
| Annual return | 12.00% | 21.57%-9.6pp | 25.88%-13.9pp | 73.15%-61.1pp |
| Employer contribution / active EE | $262 | $1,755-85.1% | $2,428-89.2% | $2,343-88.8% |
| Participant deferral / active EE | $1,549 | $2,987-48.1% | $3,706-58.2% | $3,332-53.5% |
| Admin fee / account holder | $14,595 | $4,512+223.5% | $5,608+160.3% | $4,645+214.2% |