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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 | $64,206 | $57,140+12.4% | $85,240-24.7% | $80,959-20.7% |
| Participation rate | 24.5% | 56.4%-31.9pp | 67.5%-43.0pp | 67.7%-43.1pp |
| Annual return | 9.66% | 21.71%-12.1pp | 66.75%-57.1pp | 35.67%-26.0pp |
| Employer contribution / active EE | $215 | $1,802-88.1% | $2,735-92.2% | $2,757-92.2% |
| Participant deferral / active EE | $1,114 | $3,115-64.2% | $4,527-75.4% | $4,300-74.1% |
| Admin fee / account holder | $16,957 | $4,992+239.7% | $6,165+175.1% | $6,925+144.9% |