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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 | $60,003 | $65,246-8.0% | $98,716-39.2% | $67,986-11.7% |
| Participation rate | 33.6% | 51.4%-17.8pp | 69.3%-35.6pp | 57.2%-23.6pp |
| Annual return | 12.12% | 20.58%-8.5pp | 31.81%-19.7pp | 31.67%-19.5pp |
| Employer contribution / active EE | $182 | $1,042-82.5% | $2,279-92.0% | $2,019-91.0% |
| Participant deferral / active EE | $1,090 | $2,594-58.0% | $4,048-73.1% | $3,358-67.5% |
| Admin fee / account holder | $8,459 | $4,561+85.5% | $8,703-2.8% | $3,203+164.1% |