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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 | $53,500 | $81,487-34.3% | $102,412-47.8% | $80,935-33.9% |
| Participation rate | 30.8% | 66.8%-36.1pp | 74.5%-43.7pp | 67.7%-36.9pp |
| Annual return | 9.98% | 25.60%-15.6pp | 24.94%-15.0pp | 35.66%-25.7pp |
| Employer contribution / active EE | $623 | $3,103-79.9% | $3,870-83.9% | $2,757-77.4% |
| Participant deferral / active EE | $1,684 | $3,871-56.5% | $5,060-66.7% | $4,299-60.8% |
| Admin fee / account holder | $10,205 | $6,717+51.9% | $8,388+21.7% | $6,924+47.4% |