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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 | $67,998 | $93,617-27.4% | $135,982-50.0% | $75,177-9.5% |
| Participation rate | 64.0% | 75.2%-11.2pp | 81.9%-17.9pp | 67.2%-3.2pp |
| Annual return | 12.33% | 30.89%-18.6pp | 68.32%-56.0pp | 160.75%-148.4pp |
| Employer contribution / active EE | $16 | $3,538-99.5% | $4,859-99.7% | $2,671-99.4% |
| Participant deferral / active EE | $5,510 | $6,406-14.0% | $7,760-29.0% | $4,126+33.5% |
| Admin fee / account holder | $2,250 | $6,980-67.8% | $10,767-79.1% | $5,651-60.2% |