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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 | $84,247 | $60,349+39.6% | $74,184+13.6% | $62,881+34.0% |
| Participation rate | 28.6% | 72.7%-44.2pp | 76.6%-48.0pp | 69.3%-40.7pp |
| Annual return | 2.91% | 21.38%-18.5pp | 17.74%-14.8pp | 20.14%-17.2pp |
| Employer contribution / active EE | $182 | $1,680-89.2% | $2,370-92.3% | $2,281-92.0% |
| Participant deferral / active EE | $1,819 | $2,856-36.3% | $3,550-48.8% | $3,203-43.2% |
| Admin fee / account holder | $3,394 | $4,261-20.3% | $5,586-39.2% | $4,296-21.0% |