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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 | $56,090 | $81,331-31.0% | $155,534-63.9% | $80,935-30.7% |
| Participation rate | 50.0% | 66.3%-16.3pp | 78.2%-28.2pp | 67.7%-17.7pp |
| Annual return | 9.21% | 33.37%-24.2pp | 64.92%-55.7pp | 35.66%-26.4pp |
| Employer contribution / active EE | $188 | $3,105-93.9% | $4,675-96.0% | $2,757-93.2% |
| Participant deferral / active EE | $1,995 | $3,454-42.3% | $5,630-64.6% | $4,299-53.6% |
| Admin fee / account holder | $11,590 | $7,999+44.9% | $15,900-27.1% | $6,924+67.4% |