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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 | $55,540 | $94,749-41.4% | $112,899-50.8% | $139,466-60.2% |
| Participation rate | 27.3% | 81.3%-54.0pp | 80.5%-53.2pp | 80.3%-53.1pp |
| Annual return | 7.18% | 40.92%-33.7pp | 34.11%-26.9pp | 373.66%-366.5pp |
| Employer contribution / active EE | $1,048 | $4,630-77.4% | $4,566-77.0% | $4,754-78.0% |
| Participant deferral / active EE | $2,734 | $6,517-58.0% | $6,516-58.0% | $6,712-59.3% |
| Admin fee / account holder | $37,345 | $8,530+337.8% | $7,047+429.9% | $11,409+227.3% |