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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 | $61,497 | $51,708+18.9% | $106,619-42.3% | $62,881-2.2% |
| Participation rate | 31.3% | 66.9%-35.6pp | 78.0%-46.7pp | 69.3%-38.1pp |
| Annual return | 2.12% | 4.69%-2.6pp | 9.42%-7.3pp | 20.14%-18.0pp |
| Employer contribution / active EE | $167 | $1,764-90.5% | $3,947-95.8% | $2,281-92.7% |
| Participant deferral / active EE | $1,037 | $2,315-55.2% | $3,930-73.6% | $3,203-67.6% |
| Admin fee / account holder | $870 | $3,349-74.0% | $6,418-86.4% | $4,296-79.8% |