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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 | $68,533 | $46,732+46.7% | $156,551-56.2% | $55,167+24.2% |
| Participation rate | 44.1% | 65.8%-21.7pp | 84.0%-39.9pp | 69.0%-24.8pp |
| Annual return | 4.35% | 17.72%-13.4pp | 32.23%-27.9pp | 169.23%-164.9pp |
| Employer contribution / active EE | $140 | $2,105-93.3% | $5,501-97.4% | $1,963-92.8% |
| Participant deferral / active EE | $1,224 | $2,204-44.5% | $4,871-74.9% | $3,054-59.9% |
| Admin fee / account holder | $1,763 | $418+321.3% | $13,028-86.5% | $504+249.8% |