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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 | $54,608 | $53,774+1.6% | $134,162-59.3% | $79,856-31.6% |
| Participation rate | 49.5% | 58.8%-9.3pp | 72.2%-22.7pp | 69.6%-20.2pp |
| Annual return | 10.14% | 19.01%-8.9pp | 36.35%-26.2pp | 31.71%-21.6pp |
| Employer contribution / active EE | $228 | $1,322-82.7% | $3,705-93.8% | $2,471-90.8% |
| Participant deferral / active EE | $1,923 | $2,420-20.5% | $3,500-45.1% | $3,741-48.6% |
| Admin fee / account holder | $22,591 | $3,985+466.9% | $6,685+237.9% | $5,306+325.7% |