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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 | $60,041 | $56,121+7.0% | $92,985-35.4% | $64,340-6.7% |
| Participation rate | 4.7% | 44.9%-40.3pp | 69.5%-64.8pp | 55.2%-50.6pp |
| Annual return | 7.58% | 19.19%-11.6pp | 27.99%-20.4pp | 24.14%-16.6pp |
| Employer contribution / active EE | $264 | $1,351-80.5% | $2,662-90.1% | $1,862-85.8% |
| Participant deferral / active EE | $935 | $2,362-60.4% | $4,377-78.6% | $2,980-68.6% |
| Admin fee / account holder | $8,367 | $6,869+21.8% | $9,463-11.6% | $3,703+126.0% |