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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 | $67,576 | $57,119+18.3% | $85,187-20.7% | $80,935-16.5% |
| Participation rate | 8.6% | 56.4%-47.8pp | 67.5%-59.0pp | 67.7%-59.1pp |
| Annual return | 9.53% | 21.70%-12.2pp | 66.67%-57.1pp | 35.66%-26.1pp |
| Employer contribution / active EE | $249 | $1,802-86.2% | $2,732-90.9% | $2,757-91.0% |
| Participant deferral / active EE | $1,526 | $3,115-51.0% | $4,525-66.3% | $4,299-64.5% |
| Admin fee / account holder | $1,560 | $4,990-68.7% | $6,162-74.7% | $6,924-77.5% |