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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 | $79,000 | $55,932+41.2% | $76,735+3.0% | $67,986+16.2% |
| Participation rate | 27.4% | 50.8%-23.4pp | 69.5%-42.1pp | 57.2%-29.8pp |
| Annual return | 11.84% | 23.10%-11.3pp | 29.77%-17.9pp | 31.67%-19.8pp |
| Employer contribution / active EE | $57 | $1,487-96.2% | $2,454-97.7% | $2,019-97.2% |
| Participant deferral / active EE | $1,848 | $2,558-27.8% | $4,088-54.8% | $3,358-45.0% |
| Admin fee / account holder | $11,273 | $4,907+129.7% | $7,189+56.8% | $3,203+251.9% |