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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 | $60,788 | $46,877+29.7% | $122,354-50.3% | $70,126-13.3% |
| Participation rate | 15.4% | 58.2%-42.8pp | 71.6%-56.3pp | 69.5%-54.2pp |
| Annual return | 12.54% | 24.22%-11.7pp | 30.28%-17.7pp | 73.15%-60.6pp |
| Employer contribution / active EE | $220 | $1,288-83.0% | $4,051-94.6% | $2,343-90.6% |
| Participant deferral / active EE | $914 | $2,167-57.8% | $3,287-72.2% | $3,332-72.6% |
| Admin fee / account holder | $422 | $3,324-87.3% | $5,479-92.3% | $4,645-90.9% |