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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 | $63,963 | $46,688+37.0% | $189,758-66.3% | $69,733-8.3% |
| Participation rate | 31.0% | 61.7%-30.7pp | 79.8%-48.8pp | 62.5%-31.4pp |
| Annual return | 8.46% | 14.35%-5.9pp | 52.62%-44.2pp | 15.22%-6.8pp |
| Employer contribution / active EE | $204 | $1,695-87.9% | $4,767-95.7% | $2,250-90.9% |
| Participant deferral / active EE | $2,604 | $2,143+21.5% | $5,856-55.5% | $3,054-14.7% |
| Admin fee / account holder | $5,237 | $1,700+208.0% | $20,388-74.3% | $3,102+68.8% |