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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 | $59,119 | $50,898+16.2% | $171,082-65.4% | $55,167+7.2% |
| Participation rate | 37.5% | 63.3%-25.8pp | 76.7%-39.2pp | 69.0%-31.5pp |
| Annual return | 4.19% | 15.34%-11.2pp | 32.56%-28.4pp | 169.23%-165.0pp |
| Employer contribution / active EE | $164 | $1,433-88.6% | $4,002-95.9% | $1,963-91.7% |
| Participant deferral / active EE | $1,689 | $2,994-43.6% | $4,797-64.8% | $3,054-44.7% |
| Admin fee / account holder | $4,037 | $500+708.1% | $8,520-52.6% | $504+701.1% |