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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 | $73,452 | $68,880+6.6% | $120,580-39.1% | $80,959-9.3% |
| Participation rate | 21.3% | 61.7%-40.4pp | 72.0%-50.7pp | 67.7%-46.4pp |
| Annual return | 7.65% | 23.68%-16.0pp | 107.48%-99.8pp | 35.67%-28.0pp |
| Employer contribution / active EE | $513 | $2,066-75.2% | $3,469-85.2% | $2,757-81.4% |
| Participant deferral / active EE | $2,729 | $3,191-14.5% | $4,995-45.4% | $4,300-36.5% |
| Admin fee / account holder | $1,987 | $5,785-65.7% | $9,418-78.9% | $6,925-71.3% |