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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 | $41,016+55.9% | $152,093-57.9% | $64,097-0.2% |
| Participation rate | 31.0% | 51.3%-20.3pp | 77.8%-46.7pp | 55.2%-24.2pp |
| Annual return | 8.46% | 39.60%-31.1pp | 66.36%-57.9pp | 34.64%-26.2pp |
| Employer contribution / active EE | $204 | $1,342-84.8% | $4,175-95.1% | $1,891-89.2% |
| Participant deferral / active EE | $2,604 | $1,927+35.1% | $5,451-52.2% | $3,080-15.5% |
| Admin fee / account holder | $5,237 | $2,305+127.2% | $14,497-63.9% | $3,454+51.6% |