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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 | $71,817 | $53,774+33.6% | $134,162-46.5% | $79,856-10.1% |
| Participation rate | 34.8% | 58.8%-23.9pp | 72.2%-37.3pp | 69.6%-34.8pp |
| Annual return | 6.95% | 19.01%-12.1pp | 36.35%-29.4pp | 31.71%-24.8pp |
| Employer contribution / active EE | $164 | $1,322-87.6% | $3,705-95.6% | $2,471-93.4% |
| Participant deferral / active EE | $1,387 | $2,420-42.7% | $3,500-60.4% | $3,741-62.9% |
| Admin fee / account holder | $42,337 | $3,985+962.4% | $6,685+533.3% | $5,306+697.8% |