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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 | $67,770 | $57,828+17.2% | $117,039-42.1% | $70,126-3.4% |
| Participation rate | 33.3% | 67.1%-33.8pp | 77.2%-43.9pp | 69.5%-36.2pp |
| Annual return | 7.73% | 17.55%-9.8pp | 18.95%-11.2pp | 73.15%-65.4pp |
| Employer contribution / active EE | $192 | $1,816-89.4% | $3,785-94.9% | $2,343-91.8% |
| Participant deferral / active EE | $1,181 | $2,438-51.5% | $3,929-69.9% | $3,332-64.5% |
| Admin fee / account holder | $15,478 | $3,548+336.2% | $5,974+159.1% | $4,645+233.2% |