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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 | $56,031 | $76,696-26.9% | $96,515-41.9% | $71,511-21.6% |
| Participation rate | 47.8% | 66.6%-18.8pp | 74.3%-26.6pp | 67.9%-20.1pp |
| Annual return | 12.84% | 48.32%-35.5pp | 35.73%-22.9pp | 28.86%-16.0pp |
| Employer contribution / active EE | $205 | $3,032-93.2% | $3,740-94.5% | $2,589-92.1% |
| Participant deferral / active EE | $1,753 | $3,770-53.5% | $4,880-64.1% | $4,291-59.1% |
| Admin fee / account holder | $16,513 | $2,030+713.5% | $6,735+145.2% | $1,588+939.5% |