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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 | $67,500 | $62,177+8.6% | $81,370-17.0% | $74,478-9.4% |
| Participation rate | 40.0% | 64.1%-24.1pp | 69.5%-29.5pp | 67.2%-27.2pp |
| Annual return | 11.04% | 16.62%-5.6pp | 24.85%-13.8pp | 1370.56%-1359.5pp |
| Employer contribution / active EE | $425 | $1,881-77.4% | $2,464-82.7% | $2,626-83.8% |
| Participant deferral / active EE | $1,715 | $3,219-46.7% | $3,885-55.9% | $4,350-60.6% |
| Admin fee / account holder | $7,056 | $1,927+266.2% | $5,749+22.7% | $1,946+262.6% |