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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 | $43,496+47.1% | $161,489-60.4% | $64,340-0.6% |
| Participation rate | 31.0% | 53.5%-22.5pp | 78.7%-47.7pp | 55.2%-24.2pp |
| Annual return | 8.46% | 20.76%-12.3pp | 89.72%-81.3pp | 24.14%-15.7pp |
| Employer contribution / active EE | $204 | $1,431-85.7% | $4,268-95.2% | $1,862-89.0% |
| Participant deferral / active EE | $2,604 | $1,996+30.5% | $5,630-53.7% | $2,980-12.6% |
| Admin fee / account holder | $5,237 | $2,330+124.7% | $16,006-67.3% | $3,703+41.4% |